# Sayre School 403(b) Plan
Source: https://planprovider.pro/companies/sayre-school-403b-plan

> Sayre School's 403(b) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [FAULKNER, KING AND WENZ, PSC](https://planprovider.pro/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|—|—|—|

## Similar Plans

- [Disabled American Veterans](https://planprovider.pro/companies/disabled-american-veterans-plan-001-3158) — 467 participants

- [Disabled American Veterans](https://planprovider.pro/companies/disabled-american-veterans-401k-plan) — 567 participants

- [Southeast Christian Church Of Jefferson County, Kentucky, INC.](https://planprovider.pro/companies/southeast-christian-church-of-jefferson-county-kentucky-inc-401k-plan) — 584 participants

- [Green River Regional Mental Health/Mental](https://planprovider.pro/companies/green-river-regional-mental-health-mental-403b-plan) — 726 participants

- [Answers In Genesis, INC.](https://planprovider.pro/companies/answers-in-genesis-inc-401k-plan) — 1,068 participants

- [Toyota Tsusho America, INC.](https://planprovider.pro/companies/toyota-tsusho-america-inc-plan-333) — 1,299 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sayre-school-403b-plan)

© 2026 PlanProvider.Pro