# The Speyer Legacy School 403(b) Plan
Source: https://planprovider.pro/companies/the-speyer-legacy-school-plan

> The Speyer Legacy School's 403(b) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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