# Birch Wathen Lenox School 403(b) Plan
Source: https://planprovider.pro/companies/birch-wathen-lenox-school-403b-plan

> Birch Wathen Lenox School's 403(b) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PENSIONMARK FINANCIAL GROUP, LLC|ADVISOR|$18,431|—|$18,431|

| WORLD INVESTMENT ADVISORS, LLC|ADVISOR|$9,536|—|$9,536|

| 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:** $27,967

- **Estimated Expense Ratio:** 0.074% of plan assets

### 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|—|—|—|—|—|

## Similar Plans

- [Aquinas Institute Of Rochester](https://planprovider.pro/companies/the-aquinas-institute-of-rochester-403b-plan) — 113 participants

- [Northeast Bronx Daycare, INC.](https://planprovider.pro/companies/northeast-bronx-daycare-inc-plan) — 113 participants

- [Harlem Rbi](https://planprovider.pro/companies/harlem-rbi-403b-plan) — 112 participants

- [Community Program Centers Of Long Island INC.](https://planprovider.pro/companies/community-program-centers-of-long-island-inc-403b-plan-002) — 112 participants

- [City And Country School INC.](https://planprovider.pro/companies/city-and-country-school-inc-403b-plan) — 114 participants

- [Paul Smith'S College Of Arts And Sciences](https://planprovider.pro/companies/paul-smith-s-college-of-arts-and-sciences-403b-plan) — 112 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/birch-wathen-lenox-school-403b-plan)

© 2026 PlanProvider.Pro