Plan Snapshot
- Plan Sponsor: Drew School
- Sponsor EIN: 942219550
- Sponsor Address: 2901 CALIFORNIA ST, SAN FRANCISCO, CA, 941152432
- Plan Type: 403(b)
- Total Participants: 61
- Total Assets: $18.8M
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 | 61 | $18.8M | $406,824 | $740,849 |
| 2023 | 60 | $17.6M | $400,562 | $607,491 |
| 2022 | 157 | $14.4M | $341,225 | $534,871 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
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 | $3,865 | — | $3,865 | — | — |
| 2023 | $1,231 | — | $1,231 | — | — |
| 2022 | — | — | — | — | — |