Plan Snapshot
- Plan Sponsor: Lexington School For The Deaf
- Sponsor EIN: 131656666
- Sponsor Address: 25-26 75TH STREET, EAST ELMHURST, NY, 11370
- Plan Type: 403(b)
- Total Participants: 236
- Total Assets: $36.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 236 | $36.7M | $51,664 | $471,565 |
| 2023 | 254 | $34.5M | $65,746 | $411,356 |
| 2022 | 104 | $6.3M | $83,572 | $454,867 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | ADVISOR | $17,654 | — | $17,654 |
| TIAA | INVESTMENT ADVISOR | $5,230 | — | $5,230 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,884
- Estimated Expense Ratio: 0.062% 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 | $25,772 | $22,397 | $3,375 | — | — |
| 2023 | $16,913 | — | $14,437 | $2,476 | — |
| 2022 | — | — | — | — | — |