Plan Snapshot
- Plan Sponsor: The Leffell School
- Sponsor EIN: 136209307
- Sponsor Address: 555 W. HARTSDALE AVENUE, HARTSDALE, NY, 10530
- Plan Type: 403(b)
- Total Participants: 225
- Total Assets: $42.9M
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 | 225 | $42.9M | $270,805 | $1.6M |
| 2023 | 189 | $39.8M | $250,889 | $1.5M |
| 2022 | 254 | $34.1M | $242,974 | $1.4M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — 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 | $56,662 | — | $45,306 | — | — |
| 2023 | $48,713 | $48,713 | — | — | — |
| 2022 | $39,591 | — | $39,591 | — | — |