Plan Snapshot
- Plan Sponsor: Collegiate School
- Sponsor EIN: 131634966
- Sponsor Address: 301 FREEDOM PLACE SOUTH, NEW YORK, NY, 10069
- Plan Type: 403(b)
- Total Participants: 207
- Total Assets: $135.8M
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 | 207 | $135.8M | $2.0M | $2.7M |
| 2023 | 170 | $120.6M | $1.8M | $2.4M |
| 2022 | 156 | $109.6M | $1.8M | $2.2M |
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 | NONE | $55,649 | — | $55,649 |
| CAPFINANCIAL PARTNERS LLC | NONE | $35,615 | — | $35,615 |
| EISNERAMPER LLP | Auditor | $1,995 | — | $1,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,259
- Estimated Expense Ratio: 0.069% 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 | $92,584 | $35,615 | $54,974 | $1,995 | — |
| 2023 | $97,134 | $19,574 | $51,987 | $25,573 | — |
| 2022 | $89,728 | — | $30,689 | — | $59,039 |