# Avery Coonley School 403(b) Plan
Source: https://planprovider.pro/companies/avery-coonley-school-362171680-001

> Avery Coonley School's 403(b) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avery Coonley School

- **Sponsor EIN:** 362171680

- **Sponsor Address:** 1400 MAPLE AVENUE, DOWNERS GROVE, IL, 60515

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

- **Plan Number:** 001

- **Total Participants:** 76

- **Total Assets:** $20.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|76|$20.7M|$253,157|$528,817|

| 2023|70|$18.4M|$230,647|$481,780|

| 2022|70|$14.9M|$197,473|$417,432|

## 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|Recordkeeper|$21,046|—|$21,046|

| MORGAN STANLEY|Investment Advisor|$19,813|—|$19,813|

| MORGANSTANLEY GLOBAL BANKING OPS|Investment Advisor|$11,275|—|$11,275|

### Verified Provider Profiles

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

- [TIAA](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:** $52,134

- **Estimated Expense Ratio:** 0.251% 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|$53,116|—|$52,135|$981|—|

| 2023|$1,967,718|—|—|—|—|

| 2022|$544,887|—|—|—|—|

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