# Lycee Francais De New York 403(b) Plan
Source: https://planprovider.pro/companies/lycee-francais-de-new-york-403b-plan

> Lycee Francais De New York's 403(b) plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — N/A

- [RAYMOND JAMES FINANCIAL](https://planprovider.pro/provider/raymond-james-financial-inc) — 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|—|—|—|—|

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