Plan Snapshot
- Plan Sponsor: Lebanese American University
- Sponsor EIN: 986001269
- Sponsor Address: 211 EAST 46TH STREET, NEW YORK, NY, 10017
- Plan Type: 403(b)
- Total Participants: 209
- Total Assets: $42.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $42.4M | $979,455 | $1.1M |
| 2023 | 188 | $37.8M | $709,186 | $874,720 |
| 2022 | 92 | $32.9M | $390,766 | $599,078 |
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 |
|---|---|---|---|---|
| PLANTE MORAN, P.C. | Auditor | — | — | $0 |
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 | $9,360 | — | $9,360 | — | — |
| 2023 | $8,912 | — | $8,912 | — | — |
| 2022 | $9,259 | — | $9,259 | — | — |