# Annie Wright Schools 403(b) Plan
Source: https://planprovider.pro/companies/annie-wright-schools-910567266-001

> Annie Wright Schools's 403(b) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Annie Wright Schools

- **Sponsor EIN:** 910567266

- **Sponsor Address:** 827 N. TACOMA AVE., TACOMA, WA, 984032832

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

- **Plan Number:** 001

- **Total Participants:** 323

- **Total Assets:** $30.7M

## 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|323|$30.7M|$783,497|$854,890|

| 2023|191|$29.0M|$708,980|$752,495|

| 2022|208|$25.3M|$621,813|$668,311|

## 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 INSURANCE & ANNUITY|Recordkeeper|$27,179|—|$27,179|

| LPL FINANCIAL|Investment Advisor|$12,539|—|$12,539|

### Verified Provider Profiles

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

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

- [LPL FINANCIAL](https://planprovider.pro/provider/equitable) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,718

- **Estimated Expense Ratio:** 0.129% 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|$40,769|—|$39,718|—|—|

| 2023|$28,306|—|$28,306|—|—|

| 2022|$28,470|—|$28,470|—|—|

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