Plan Snapshot
- Plan Sponsor: Linsly School, INC.
- Sponsor EIN: 550357035
- Sponsor Address: 60 KNOX LANE, WHEELING, WV, 260036430
- Plan Type: DC
- Total Participants: 108
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 108 | $15.8M | $89,495 | $147,649 |
| 2023 | 125 | $14.9M | $156,351 | $119,695 |
| 2022 | 127 | $13.2M | $201,881 | $149,712 |
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 |
|---|---|---|---|---|
| KOZICKI HUGHES TICKERHOOF | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KOZICKI HUGHES TICKERHOOF — 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 | $75,464 | $75,214 | $250 | — | — |
| 2023 | $62,037 | $61,987 | $50 | — | — |
| 2022 | $69,491 | $69,442 | $25 | — | — |