# Brooklyn Heights Montessori School 403(b) Plan
Source: https://planprovider.pro/companies/brooklyn-heights-montessori-school-403b-plan

> Brooklyn Heights Montessori School's 403(b) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|—|—|

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