Plan Snapshot
- Plan Sponsor: Lawrence School
- Sponsor EIN: 341137455
- Sponsor Address: 1551 E. WALLINGS ROAD, BROADVIEW HEIGHTS, OH, 44147
- Plan Type: 403(b)
- Total Participants: 98
- Total Assets: $7.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $7.8M | $222,855 | $467,532 |
| 2023 | 101 | $7.5M | $214,681 | $445,104 |
| 2022 | 107 | $6.7M | $214,871 | $415,010 |
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 |
|---|---|---|---|---|
| D'AMICO WAWRIN & COMPANY CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D'AMICO WAWRIN & COMPANY CPAS, LLC — 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 | $14,307 | — | $14,307 | — | — |
| 2023 | $2,988 | — | $2,988 | — | — |
| 2022 | — | — | — | — | — |