# Alcuin School 403(b) Plan
Source: https://planprovider.pro/companies/alcuin-school-751175632-001

> Alcuin School's 403(b) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alcuin School

- **Sponsor EIN:** 751175632

- **Sponsor Address:** 6144 CHURCHILL WAY, DALLAS, TX, 752301804

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 133

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|133|$17.4M|$443,419|$742,109|

| 2023|120|$16.1M|$382,132|$699,194|

| 2022|123|$14.4M|$351,316|$676,158|

## 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-TEACHERS INS & ANNUITY ASSOC|Recordkeeper|$30,792|—|$30,792|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA-TEACHERS INS & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,792

- **Estimated Expense Ratio:** 0.177% 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|

| 2024|$30,192|—|$30,192|—|—|

| 2023|$30,565|—|$30,565|—|—|

| 2022|$29,834|—|$29,834|—|—|

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