Plan Snapshot
- Plan Sponsor: The Speyer Legacy School
- Sponsor EIN: 264274070
- Sponsor Address: 925 9TH AVENUE, NEW YORK, NY, 10019
- Plan Type: 403(b)
- Total Participants: 105
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 105 | $7.2M | $300,803 | $521,795 |
| 2023 | 98 | $5.8M | $230,144 | $400,953 |
| 2022 | 87 | $4.9M | $249,672 | $406,495 |
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 |
|---|---|---|---|---|
| STOWE AND DEGON LLC | 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 |
|---|---|---|---|---|---|
| 2024 | $23,469 | $11,096 | — | — | — |
| 2023 | $26,715 | $13,503 | — | — | — |
| 2022 | $33,078 | — | — | — | $33,078 |