# Capitol Hill Day School 403(b) Plan
Source: https://planprovider.pro/companies/capitol-hill-day-school-403b-plan

> Capitol Hill Day School's 403(b) plan: 74 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

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

- [BELFINT, LYONS & SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|—|—|

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