# Congressional School 403(b) Plan
Source: https://planprovider.pro/companies/congressional-school-403b-plan

> Congressional School's 403(b) plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Congressional School

- **Sponsor EIN:** 541115179

- **Sponsor Address:** 3229 SLEEPY HOLLOW ROAD, FALLS CHURCH, VA, 220424311

- **Plan Type:** 403(b)

- **Total Participants:** 146

- **Total Assets:** $6.3M

## 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|146|$6.3M|$0|$0|

| 2023|135|$5.4M|$0|$0|

## 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|

| HOZIK & COMPANY, P.L.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOZIK & COMPANY, P.L.C.](https://planprovider.pro/provider/hozik-and-company-plc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$41,175|—|$41,175|—|—|

| 2023|$30,207|—|$30,207|—|—|

## Similar Plans

- [Nansemond Suffolk Academy](https://planprovider.pro/companies/nansemond-suffolk-academy-403b-plan) — 149 participants

- [National Association Of Corporate Directors](https://planprovider.pro/companies/national-association-of-corporate-directors-401k-plan) — 149 participants

- [The Steward School Corporation](https://planprovider.pro/companies/the-steward-school-403b-plan) — 137 participants

- [Norfolk Christian Schools](https://planprovider.pro/companies/norfolk-christian-schools-403b-plan) — 135 participants

- [Randolph Macon Academy](https://planprovider.pro/companies/randolph-macon-academy-401k-plan) — 135 participants

- [Hampton Roads Academy](https://planprovider.pro/companies/hampton-roads-academy-403b-plan) — 134 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/congressional-school-403b-plan)

© 2026 PlanProvider.Pro