Plan Snapshot
- Plan Sponsor: The Lexington School
- Sponsor EIN: 610563291
- Sponsor Address: 1050 LANE ALLEN ROAD, LEXINGTON, KY, 40504
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 108
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 108 | $0 | $0 | $0 |
| 2023 | 122 | $0 | $0 | $0 |
| 2022 | 125 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ASPIRANT, INC. | Other Service Provider | $53,698 | — | $53,698 |
| SYMETRA LIFE INS. COMPANY | Other Service Provider | $34,003 | — | $34,003 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,701
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |