Plan Snapshot
- Plan Sponsor: The Lab School Of Washington
- Sponsor EIN: 521261627
- Sponsor Address: 4759 RESERVOIR RD NW, WASHINGTON, DC, 200071921
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 165
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 165 | $44.5M | $457,674 | $979,983 |
| 2022 | 170 | $39.8M | $446,819 | $973,594 |
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 |
|---|---|---|---|---|
| ANDERSON, DAVIS & ASSOCIATES, CPA | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2023 | $350 | — | $350 | — | — |
| 2022 | $5,038 | — | $5,038 | — | — |