Plan Snapshot
- Plan Sponsor: Lieber Institute, INC.
- Sponsor EIN: 263690883
- Sponsor Address: 855 NORTH WOLFE STREET, BALTIMORE, MD, 21205
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 182
- Total Assets: $21.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 182 | $21.2M | $0 | $0 |
| 2024 | 114 | $17.8M | $564,976 | $1.1M |
| 2023 | 118 | $14.3M | $550,416 | $1.1M |
| 2022 | 120 | $11.1M | $553,752 | $1.0M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES. | Other Service Provider | $31,224 | — | $31,224 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $17,104 | — | $17,104 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,328
- Estimated Expense Ratio: 0.228% 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 |
|---|---|---|---|---|---|
| 2025 | $1,031,457 | $31,224 | $17,105 | — | — |
| 2024 | $45,801 | $26,779 | $19,022 | — | — |
| 2023 | $37,313 | $20,301 | $17,012 | — | — |
| 2022 | $38,099 | $21,088 | $17,011 | — | — |