# Brilla College Preparatory Charter Schools 403(b) Plan
Source: https://planprovider.pro/companies/brilla-college-preparatory-charter-schools-403b-plan

> Brilla College Preparatory Charter Schools's 403(b) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brilla College Preparatory Charter Schools

- **Sponsor EIN:** 813081969

- **Sponsor Address:** 413 E 144TH ST, BRONX, NY, 104541004

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

- **Total Participants:** 255

- **Total Assets:** $8.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|255|$8.3M|$659,956|$1.4M|

| 2023|275|$6.2M|$623,657|$1.2M|

| 2022|242|$4.0M|$518,214|$890,587|

## 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|

| VOYA RETIREMENT INS. & ANNUITY CO.|RECORDKEEPER|$52,537|$44|$52,581|

| MERIT FINANCIAL GROUP, LLC|SERVICE PROVIDER|—|$22,818|$22,818|

| THE BENEFIT PRACTICE|THIRD PARTY ADMIN|$3,300|$3,479|$6,779|

| MENGEL METZGER BARR & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MENGEL METZGER BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,178

- **Estimated Expense Ratio:** 0.992% 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|$55,837|—|$55,837|—|—|

| 2023|$34,240|—|$34,240|—|—|

| 2022|$23,878|—|$23,878|—|—|

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