How big is Lyrasis' plan?

Lyrasis' plan reported $22.8M in assets and 95 participants for 2024.

Original filing (PDF)20251003121134NAL0000795811001

Lyrasis

Name: Lyrasis — Lyrasis PA 403(b) DC Plan, Form 5500 (2024)
Creator: Lyrasis
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lyrasis PA 403(b) DC Plan

403(b) retirement plan · Lyrasis' Lyrasis PA 403(b) DC Plan held $22.8M in plan assets for 95 participants in 2024.

Signals · 1

14% employer stock

Active participants

Accounts w/ balance

208

Plan assets (EOY)

$22.8M

Net assets (EOY)

$22.8M

People on this filing

John McGarl signed Lyrasis' 2024 Form 5500 as plan administrator.

John McGarl — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lyrasis' EIN is 23-1365979.

EIN 23-1365979

Plan number 001

Plan year 2024

ACK ID 20251003121134NAL0000795811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lyrasis from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lyrasis' plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYRASIS.

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How this plan invests

This plan

1 pooled trust

Schedule D

66 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LYRASIS

EIN

all filings

Address

1438 WEST PEACHTREE STREET NW · SUITE 200 · ATLANTA, GA · 30309

Phone

(404) 592-4821

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDG CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

66 direct securities · 1 pooled fund· $22.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$14.8M

34 holdings

Common Collective Trusts

$4.8M

9 holdings

Common Stocks

$2.9M

21 holdings

Pooled Separate Account

$202K

1 holding

Participant loans

$98K

1 holding

U.S. Treasuries

$2K

1 holding

					% of plan
iShares S&P 500 Index K	Common Collective Trusts	—	—	$2.9M	12.6%
The Variable Annuity Life Insurance Company Fixed Account Plus	Common Stocks	—	—	$2.1M	9.0%
TIAA Traditional Non Benefit Responsive NBR	Mutual Funds	—	—	$2.0M	8.6%
CREF Stock R1	Mutual Funds	—	—	$1.7M	7.6%
Vanguard Developed Markets Index Admiral	Mutual Funds	—	—	$1.6M	7.1%
Vanguard Intermediate-Term Bond Index Admiral	Mutual Funds	—	—	$1.4M	6.2%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$1.3M	5.9%
Vanguard FTSE All-World ex-US	Mutual Funds	—	—	$1.2M	5.2%
CREF Growth R1	Mutual Funds	—	—	$910K	4.0%
CREF Equity Index R1	Common Collective Trusts	—	—	$761K	3.3%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$607K	2.7%
Fidelity Large Cap Growth Index Institutional Premium	Mutual Funds	—	—	$604K	2.6%
CREF Global Equities R1	Mutual Funds	—	—	$535K	2.3%
Fidelity Small Cap Value Index	Mutual Funds	—	—	$488K	2.1%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$474K	2.1%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$396K	1.7%
The Variable Annuity Life Insurance Company Stock Index Fund	Common Collective Trusts	—	—	$378K	1.7%
CREF Bond Market R1	Mutual Funds	—	—	$349K	1.5%
The Variable Annuity Life Insurance Company Vanguard Wellington Fund Inc	Mutual Funds	—	—	$253K	1.1%
CREF Social Choice R1	Mutual Funds	—	—	$252K	1.1%
TIAA Traditional Benefit Responsive BR1	Mutual Funds	—	—	$238K	1.0%
The Variable Annuity Life Insurance Company Mid Cap Index Fund	Common Collective Trusts	—	—	$229K	1.0%
CREF Inflation-Linked Bond	Mutual Funds	—	—	$204K	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$202K	0.9%
The Variable Annuity Life Insurance Company Short Term Fixed Account	Common Stocks	—	—	$185K	0.8%
DFA Inflation-Protected Securities I	Mutual Funds	—	—	$159K	0.7%
The Variable Annuity Life Insurance Company Science & Technology Fund	Common Stocks	—	—	$158K	0.7%
Equitable Financial Life Insurance Company AXA Aggressive Allocation	Common Stocks	—	—	$157K	0.7%
CREF Money Market R1	Mutual Funds	—	—	$153K	0.7%
Equitable Financial Life Insurance Company AXA Moderate Allocation	Common Stocks	—	—	$110K	0.5%
Fidelity Large Cap Value Index Premium Institutional	Mutual Funds	—	—	$107K	0.5%
Participant loans various maturities -0-	Participant loans	—	—	$98K	0.4%
The Variable Annuity Life Insurance Company Small Cap Index Fund	Common Collective Trusts	—	—	$92K	0.4%
Fidelity Mid Cap Value Index	Mutual Funds	—	—	$73K	0.3%
The Variable Annuity Life Insurance Company International Socially Responsible Fund	Common Stocks	—	—	$60K	0.3%
The Variable Annuity Life Insurance Company Growth Fund	Common Stocks	—	—	$59K	0.3%
The Variable Annuity Life Insurance Company Vanguard Long Term Investment Grade Fund	Mutual Funds	—	—	$58K	0.3%
Equitable Financial Life Insurance Company Equity 500 Index	Common Collective Trusts	—	—	$35K	0.2%
Equitable Financial Life Insurance Company Wells Fargo Omega Growth	Common Stocks	—	—	$26K	0.1%
MFS Guaranteed Fixed Interest IV	Mutual Funds	—	—	$26K	0.1%
Equitable Financial Life Insurance Company GAMCO Small Company Value	Common Stocks	—	—	$23K	0.1%
Equitable Financial Life Insurance Company BlackRock Basic Value Equity	Common Stocks	—	—	$17K	<0.1%
Equitable Financial Life Insurance Company Capital Guardian Research	Common Stocks	—	—	$14K	<0.1%
Equitable Financial Life Insurance Company Invesco Comstock	Mutual Funds	—	—	$11K	<0.1%
Equitable Financial Life Insurance Company AXA Conservative-Plus Allocation	Common Stocks	—	—	$10K	<0.1%
Equitable Financial Life Insurance Company AXA Large Cap Value Managed Volatility	Common Stocks	—	—	$10K	<0.1%
Equitable Financial Life Insurance Company AXA Moderate-Plus Allocation	Common Stocks	—	—	$10K	<0.1%
Equitable Financial Life Insurance Company Guaranteed Investment Account (including Frozen Reserve)	Common Stocks	—	—	$8K	<0.1%
Equitable Financial Life Insurance Company MFS International Value	Mutual Funds	—	—	$8K	<0.1%
TIAA Access Lifecycle 2035 T4	Mutual Funds	—	—	$7K	<0.1%