Plan Snapshot
- Plan Sponsor: Burgundy Farm Country Day School
- Sponsor EIN: 540540100
- Sponsor Address: 3700 BURGUNDY ROAD, ALEXANDRIA, VA, 223031001
- Plan Type: 403(b)
- Total Participants: 74
- Total Assets: $12.1M
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. |
|---|---|---|---|---|
| 2025 | 74 | $12.1M | $0 | $0 |
| 2024 | 72 | $19.8M | $0 | $0 |
| 2023 | 76 | $17.5M | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $27,681 | — | $27,681 | — | — |
| 2024 | $28,988 | $28,988 | — | — | — |
| 2023 | $25,983 | $25,983 | — | — | — |