Plan Snapshot
- Plan Sponsor: Capitol Hill Day School
- Sponsor EIN: 520894477
- Sponsor Address: 210 SOUTH CAROLINA AVENUE, SE, WASHINGTON, DC, 200031940
- Plan Type: 403(b)
- Total Participants: 74
- Total Assets: $0
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 | 74 | $0 | $265,685 | $212,021 |
| 2023 | 71 | $17.9M | $323,898 | $283,249 |
| 2022 | 63 | $15.5M | $290,160 | $264,543 |
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 - TEACHERS INSURANCE AND ANNUI | Other Service Provider | $26,676 | — | $26,676 |
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Other Service Provider
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,676
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 | $37,307 | — | $37,307 | — | — |
| 2023 | $13,338 | — | $13,338 | — | — |
| 2022 | $10,755 | — | $10,755 | — | — |