Plan Snapshot
- Plan Sponsor: Sayre School
- Sponsor EIN: 610449657
- Sponsor Address: 194 NORTH LIMESTONE STREET, LEXINGTON, KY, 405070000
- Plan Type: 403(b)
- Total Participants: 157
- Total Assets: $19.1M
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 | 157 | $19.1M | $280,310 | $494,715 |
| 2023 | 179 | $17.0M | $271,703 | $471,489 |
| 2022 | 173 | $14.9M | $238,572 | $459,100 |
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 |
|---|---|---|---|---|
| PLANPILOT, LLC | Other Service Provider | $23,319 | — | $23,319 |
| TIAA | Other Service Provider | $22,637 | — | $22,637 |
| FAULKNER, KING AND WENZ, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Other Service Provider
- FAULKNER, KING AND WENZ, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,956
- Estimated Expense Ratio: 0.241% 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 | $103,979 | $103,979 | — | — | — |
| 2023 | $111,114 | $111,114 | — | — | — |
| 2022 | $122,405 | $122,405 | — | — | — |