# Lakeside School 403(b) Plan
Source: https://planprovider.pro/companies/lakeside-school-403b-plan

> Lakeside School's 403(b) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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