Plan Snapshot
- Plan Sponsor: The Lexington School
- Sponsor EIN: 610563291
- Sponsor Address: 1050 LANE ALLEN ROAD, LEXINGTON, KY, 405040000
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 223
- Total Assets: $27.3M
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. |
|---|---|---|---|---|
| 2025 | 223 | $27.3M | $0 | $0 |
| 2024 | 115 | $23.5M | $563,381 | $663,597 |
| 2023 | 130 | $23.2M | $617,155 | $801,085 |
| 2022 | 135 | $20.9M | $511,163 | $696,392 |
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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $30,769 | — | $30,769 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,769
- Estimated Expense Ratio: 0.113% 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 |
|---|---|---|---|---|---|
| 2025 | $1,252,367 | $30,769 | — | — | — |
| 2024 | $36,554 | $36,554 | — | — | — |
| 2023 | $41,388 | $41,388 | — | — | — |
| 2022 | $43,827 | $43,827 | — | — | — |