Plan Snapshot
- Plan Sponsor: Lycee Francais De New York
- Sponsor EIN: 130990710
- Sponsor Address: 505 EAST 75TH STREET, NEW YORK, NY, 100213103
- Plan Type: 403(b)
- Total Participants: 227
- Total Assets: $79.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 227 | $79.4M | $2.0M | $2.0M |
| 2023 | 221 | $70.3M | $1.9M | $1.9M |
| 2022 | 228 | $60.2M | $1.7M | $1.8M |
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 |
|---|---|---|---|---|
| TIAA | N/A | $43,979 | — | $43,979 |
| RAYMOND JAMES FINANCIAL | N/A | $25,000 | — | $25,000 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — N/A
- RAYMOND JAMES FINANCIAL — N/A
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,979
- Estimated Expense Ratio: 0.087% 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 | $30,402 | — | — | — | — |
| 2023 | $16,552 | — | — | — | — |
| 2022 | $20,492 | — | — | — | — |