Plan Snapshot
- Plan Sponsor: Birch Wathen Lenox School
- Sponsor EIN: 133603578
- Sponsor Address: 210 EAST 77TH STREET, NEW YORK, NY, 10075
- Plan Type: 403(b)
- Total Participants: 113
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 113 | $38.0M | $428,620 | $421,110 |
| 2023 | 96 | $35.3M | $362,446 | $350,035 |
| 2022 | 124 | $34.2M | $485,253 | $493,089 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $28,208 | — | $28,208 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |