Plan Snapshot
- Plan Sponsor: Lakeside School
- Sponsor EIN: 910564971
- Sponsor Address: 14050 1ST AVENUE NE, SEATTLE, WA, 98125
- Plan Type: 403(b)
- Total Participants: 239
- Total Assets: $102.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 239 | $102.8M | $1.7M | $2.2M |
| 2023 | 243 | $94.8M | $1.6M | $2.1M |
| 2022 | 239 | $83.8M | $1.5M | $2.0M |
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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC; SCOTT MER | NONE | $37,027 | — | $37,027 |
| CLARK NUBER | NONE | $21,700 | — | $21,700 |
| TIAA | NONE | $6,759 | — | $6,759 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS, LLC; SCOTT MER — NONE
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,486
- Estimated Expense Ratio: 0.064% 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 | $71,145 | $37,027 | $5,984 | $21,700 | — |
| 2023 | $74,146 | $40,950 | $3,883 | $20,000 | — |
| 2022 | $59,440 | $39,915 | — | — | $19,175 |