Plan Snapshot
- Plan Sponsor: Antilles School, INC.
- Sponsor EIN: 670250379
- Sponsor Address: 7280 FRENCHMAN BAY # 16-1, ST THOMAS, VI, 008022809
- Plan Type: 403(b)
- Total Participants: 46
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 46 | $15.6M | $104,622 | $256,530 |
| 2023 | 59 | $14.8M | $49,541 | $257,644 |
| 2022 | 57 | $14.0M | $43,861 | $234,941 |
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 |
|---|---|---|---|---|
| MARSHALL & STERLING WEALTH ADVISORS | Other Service Provider | $16,079 | — | $16,079 |
| TIAA- TEACHERS INSURANCE AND ANNUIT | Other Service Provider | $11,607 | — | $11,607 |
| BERT SMITH & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA- TEACHERS INSURANCE AND ANNUIT — Other Service Provider
- BERT SMITH & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,686
- Estimated Expense Ratio: 0.178% 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 | $27,536 | — | $27,536 | — | — |
| 2023 | $24,082 | — | $24,082 | — | — |
| 2022 | $24,023 | — | $24,023 | — | — |