# The Leukemia & Lymphoma Society, INC. 403(B) Plan 403(b) Plan
Source: https://planprovider.pro/companies/the-leukemia-lymphoma-society-inc-403-b-plan-403b-plan

> The Leukemia & Lymphoma Society, INC. 403(B) Plan's 403(b) plan: 1,110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Leukemia & Lymphoma Society, INC. 403(B) Plan

- **Sponsor EIN:** 135644916

- **Sponsor Address:** 3 INTERNATIONAL DRIVE SUITE 200, RYE BROOK, NY, 10573

- **Plan Type:** 403(b)

- **Total Participants:** 1,110

- **Total Assets:** $134.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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.|

| 2024|1,110|$134.7M|$4.0M|$7.6M|

| 2023|982|$117.5M|$3.1M|$6.8M|

| 2022|978|$97.2M|$3.2M|$6.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$150,333|—|$150,333|

| R V KUHNS & ASSOCIATES INC|INVESTMENT ADVISOR|$76,258|—|$76,258|

| WITHUMSMITH+BROWN, PC|AUDITOR|$26,000|—|$26,000|

| WITHUM SMIHTH + BROWN|Auditor|$837|—|$837|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $253,428

- **Estimated Expense Ratio:** 0.188% 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|$385,481|$76,258|—|$837|—|

| 2023|$238,819|$73,189|$139,605|$26,000|—|

| 2022|$242,828|$68,664|$136,188|—|$37,000|

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