# The Allendale Columbia School 403(b) Plan
Source: https://planprovider.pro/companies/allendale-columbia-school-403b-plan

> The Allendale Columbia School's 403(b) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Allendale Columbia School

- **Sponsor EIN:** 160983166

- **Sponsor Address:** 519 ALLENS CREEK ROAD, ROCHESTER, NY, 146183497

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

- **Total Participants:** 102

- **Total Assets:** $23.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|102|$23.7M|$101,541|$398,316|

| 2023|118|$22.4M|$105,827|$407,528|

| 2022|124|$20.4M|$104,646|$458,161|

## 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|

| WEALTH ENHANCEMENT ADVISORY SERVICE|Other Service Provider|$14,797|—|$14,797|

| BONADIO & CO., LLP|Other Service Provider|$8,900|—|$8,900|

| TIAA- TEACHERS INSURANCE AND ANNUIT|Other Service Provider|$5,359|—|$5,359|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Other Service Provider

- [TIAA- TEACHERS INSURANCE AND ANNUIT](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,056

- **Estimated Expense Ratio:** 0.122% 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|$6,639|—|$6,639|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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