Plan Snapshot
- Plan Sponsor: Lee Montessori Public Charter School
- Sponsor EIN: 454726453
- Sponsor Address: 3025 4TH STREET NE, WASHINGTON, DC, 200171101
- Plan Type: 403(b)
- Total Participants: 96
- Total Assets: $1.4M
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 | 96 | $1.4M | $0 | $0 |
| 2023 | 124 | $1.4M | $163,170 | $154,252 |
| 2020 | 28 | $412,656 | $39,618 | $42,204 |
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 |
|---|---|---|---|---|
| JONES, MARESCA & MCELWANEY | 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 | $960 | $960 | — | — | — |
| 2023 | — | — | — | — | — |
| 2020 | — | — | — | — | — |