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

> Lawrence School's 403(b) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TEACHERS INSURANCE AND ANNUITY ASSO|NONE|$14,307|—|$14,307|

| D'AMICO WAWRIN & COMPANY CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEACHERS INSURANCE AND ANNUITY ASSO](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [D'AMICO WAWRIN & COMPANY CPAS, LLC](https://planprovider.pro/provider/damico-wawrin-and-company-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,307

- **Estimated Expense Ratio:** 0.184% 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|$14,307|—|$14,307|—|—|

| 2023|$2,988|—|$2,988|—|—|

| 2022|—|—|—|—|—|

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