Plan Snapshot
- Plan Sponsor: Citizen Schools, INC.
- Sponsor EIN: 043259160
- Sponsor Address: 1 BEACON STREET, SUITE 2200, BOSTON, MA, 02108
- Plan Type: 403(b)
- Total Participants: 242
- Total Assets: $6.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $6.0M | $31,831 | $73,241 |
| 2023 | 262 | $5.2M | $34,922 | $95,859 |
| 2022 | 251 | $4.7M | $35,409 | $88,932 |
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 | CUSTODIAN | $11,593 | — | $11,593 |
| AAFCPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,593
- Estimated Expense Ratio: 0.195% 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 | $11,593 | — | — | — | — |
| 2023 | $9,802 | — | — | — | — |
| 2022 | $12,348 | — | — | — | — |