Plan Snapshot
- Plan Sponsor: Accesslex Institute
- Sponsor EIN: 232719985
- Sponsor Address: 10 NORTH HIGH STREET, WEST CHESTER, PA, 19380
- Plan Type: 403(b)
- Total Participants: 120
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $25.0M | $1.0M | $1.2M |
| 2023 | 123 | $21.4M | $924,857 | $1.2M |
| 2022 | 118 | $17.2M | $766,674 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SANTORA CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SANTORA CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,490 | — | — | — | — |
| 2023 | $7,310 | — | $7,310 | — | — |
| 2022 | $6,837 | — | $6,837 | — | — |