Plan Snapshot
- Plan Sponsor: Lyrasis
- Sponsor EIN: 231365979
- Sponsor Address: 1438 WEST PEACHTREE STREET NW, ATLANTA, GA, 30309
- Plan Type: 403(b)
- Total Participants: 95
- Total Assets: $22.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 95 | $22.8M | $646,010 | $796,799 |
| 2023 | 91 | $20.9M | $603,927 | $716,604 |
| 2022 | 82 | $18.9M | $580,559 | $672,598 |
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 |
|---|---|---|---|---|
| BDG CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG CPAS — 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 | $5,405 | — | — | — | — |
| 2023 | $6,908 | — | $6,540 | — | — |
| 2022 | $8,143 | — | — | — | $8,143 |