# Accesslex Institute 403(b) Plan
Source: https://planprovider.pro/companies/accesslex-institute-403b-plan

> Accesslex Institute's 403(b) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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