Plan Snapshot
- Plan Sponsor: Blair Academy
- Sponsor EIN: 221500475
- Sponsor Address: P.O. BOX 600, BLAIRSTOWN, NJ, 078250600
- Plan Type: 403(b)
- Total Participants: 155
- Total Assets: $78.3M
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 | 155 | $78.3M | $1.1M | $1.3M |
| 2023 | 156 | $71.4M | $1.0M | $1.2M |
| 2022 | 157 | $62.2M | $980,826 | $1.2M |
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 |
|---|---|---|---|---|
| TAIT, WELLER & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAIT, WELLER & BAKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $123,060 | — | $123,060 | — | — |
| 2023 | $57,236 | — | $57,236 | — | — |
| 2022 | $55,576 | — | $55,576 | — | — |