Plan Snapshot
- Plan Sponsor: Burgundy Farm Country Day School
- Sponsor EIN: 540540100
- Sponsor Address: 3700 BURGUNDY ROAD, ALEXANDRIA, VA, 223031001
- Plan Type: 403(b)
- Plan Number: 002
- 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. |
|---|---|---|---|---|
| 2024 | 74 | $12.1M | $262,791 | $188,118 |
| 2023 | 72 | $19.8M | $303,092 | $259,726 |
| 2022 | 76 | $17.5M | $288,339 | $282,448 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $14,527 | — | $14,527 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $9,333 | — | $9,333 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,860
- Estimated Expense Ratio: 0.198% 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 | $27,681 | — | $27,681 | — | — |
| 2023 | $28,988 | $28,988 | — | — | — |
| 2022 | $25,983 | $25,983 | — | — | — |