Plan Snapshot
- Plan Sponsor: Lawrenceville School
- Sponsor EIN: 210634503
- Sponsor Address: P.O. BOX 6126, LAWRENCEVILLE, NJ, 08648
- Plan Type: 403(b)
- Total Participants: 620
- Total Assets: $168.5M
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 | 620 | $168.5M | $4.0M | $2.3M |
| 2023 | 570 | $158.5M | $3.8M | $2.3M |
| 2022 | 412 | $142.1M | $3.4M | $2.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $60,525 | — | $58,283 | — | — |
| 2023 | $53,369 | — | $50,594 | — | — |
| 2022 | $44,837 | $2,132 | $42,705 | — | — |