# Burgundy Farm Country Day School 403(b) Plan
Source: https://planprovider.pro/companies/burgundy-farm-country-day-school-540540100-002

> Burgundy Farm Country Day School's 403(b) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/burgundy-farm-country-day-school-540540100-002)

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