# Dream Charter School 403(b) Plan
Source: https://planprovider.pro/companies/dream-charter-school-403b-plan

> Dream Charter School's 403(b) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dream Charter School

- **Sponsor EIN:** 261841386

- **Sponsor Address:** 1991 2ND AVENUE, NEW YORK, NY, 10029

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

- **Total Participants:** 302

- **Total Assets:** $4.5M

## 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|302|$4.5M|$194,429|$412,425|

| 2023|314|$3.6M|$172,841|$321,918|

| 2022|211|$2.7M|$175,226|$355,880|

## 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|

| WELLS FARGO CLEARING SERVICES, LLC|SERVICE PROVIDER|—|$14,158|$14,158|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WELLS FARGO CLEARING SERVICES, LLC](https://planprovider.pro/provider/wells-fargo-clearing-services-llc) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,158

- **Estimated Expense Ratio:** 0.315% 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|$28,068|—|$27,368|—|—|

| 2023|$22,007|—|$22,007|—|—|

| 2022|$19,336|—|$19,336|—|—|

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