# Citizen Schools, INC. 403(b) Plan
Source: https://planprovider.pro/companies/citizen-schools-inc-403b-plan

> Citizen Schools, INC.'s 403(b) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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