# Canterbury School Of Florida, INC. 403(b) Plan
Source: https://planprovider.pro/companies/canterbury-school-of-florida-inc-403b-plan

> Canterbury School Of Florida, INC.'s 403(b) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Canterbury School Of Florida, INC.

- **Sponsor EIN:** 591218022

- **Sponsor Address:** 990 62ND AVENUE NE, ST. PETERSBURG, FL, 33702

- **Plan Type:** 403(b)

- **Total Participants:** 63

- **Total Assets:** $5.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|63|$5.4M|$87,666|$107,969|

| 2023|69|$5.1M|$78,075|$145,875|

| 2022|69|$4.3M|$78,123|$148,327|

## 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|

| KELLY PARTNERS (FRS) ATTEST SERVICE|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|

| 2024|$1,691|—|$1,691|—|—|

| 2023|$962|—|$962|—|—|

| 2022|$43|—|$43|—|—|

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