Plan Snapshot
- Plan Sponsor: Columbia Grammar And Preparatory School
- Sponsor EIN: 130590970
- Sponsor Address: 5 WEST 93RD STREET, NEW YORK, NY, 100257602
- Plan Type: 403(b)
- Total Participants: 415
- Total Assets: $138.0M
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 | 415 | $138.0M | $2.7M | $3.4M |
| 2023 | 425 | $124.4M | $854,049 | $1.1M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | ADVISOR | $54,084 | — | $54,084 |
| TIAA | RECORD KEEPER | $50,807 | — | $50,807 |
| FORVIS, LLP | AUDITOR | $42,346 | — | $42,346 |
| PENTEGRA SERVICES, INC | TPA | $19,180 | — | $19,180 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORD KEEPER
- FORVIS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,417
- Estimated Expense Ratio: 0.121% 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 | $164,401 | — | $164,401 | — | — |
| 2023 | $20,201 | — | $11,795 | $8,406 | — |