# Blair Academy 403(b) Plan
Source: https://planprovider.pro/companies/blair-academy-403b-plan

> Blair Academy's 403(b) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|Other Service Provider|$86,534|—|$86,534|

| THE KELLEY FINANCIAL GROUP|Other Service Provider|$20,250|—|$20,250|

| ONEDIGITAL INVESTMENT ADVISORS|Other Service Provider|$9,000|—|$9,000|

| TAIT, WELLER & BAKER LLP|Other Service Provider|$7,350|—|$7,350|

### 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) — Other Service Provider

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — Other Service Provider

- [TAIT, WELLER & BAKER LLP](https://planprovider.pro/provider/tait-weller-and-baker-llp) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $123,134

- **Estimated Expense Ratio:** 0.157% 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|$123,060|—|$123,060|—|—|

| 2023|$57,236|—|$57,236|—|—|

| 2022|$55,576|—|$55,576|—|—|

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