Plan Snapshot
- Plan Sponsor: Leaders In Our Neighborhood Charter School
- Sponsor EIN: 743162136
- Sponsor Address: 730 BRYANT AVENUE, BRONX, NY, 10474
- Plan Type: 403(b)
- Total Participants: 132
- Total Assets: $16.1M
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 | 132 | $16.1M | $448,531 | $590,816 |
| 2023 | 159 | $14.3M | $523,860 | $675,655 |
| 2022 | 188 | $12.0M | $543,663 | $711,972 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $1,200 | — | $1,200 | — | — |
| 2023 | $900 | — | $900 | — | — |
| 2022 | $1,096 | — | $1,096 | — | — |