Plan Snapshot
- Plan Sponsor: British School Of America
- Sponsor EIN: 522106775
- Sponsor Address: 1111 BRICKELL AVE, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 925
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 925 | $31.1M | $830,894 | $2.6M |
| 2023 | 889 | $25.8M | $630,668 | $1.9M |
| 2022 | 556 | $21.2M | $565,973 | $1.7M |
| 2021 | 595 | $25.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO 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 | $53,426 | $44,169 | — | — | — |
| 2023 | $42,457 | $34,270 | — | — | — |
| 2022 | $36,003 | — | — | — | — |
| 2021 | $34,128 | — | — | — | — |