Plan Snapshot
- Plan Sponsor: Brooklyn Heights Montessori School
- Sponsor EIN: 116044329
- Sponsor Address: 185 COURT STREET, BROOKLYN, NY, 11201
- Plan Type: 403(b)
- Total Participants: 66
- Total Assets: $8.5M
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 | 66 | $8.5M | $323,011 | $309,706 |
| 2023 | 61 | $7.3M | $281,362 | $250,286 |
| 2022 | 55 | $6.6M | $274,236 | $247,233 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $35,635 | $7,292 | — | — | — |
| 2023 | $40,220 | $6,500 | — | $10,218 | — |
| 2022 | $38,590 | — | $38,590 | — | — |