Plan Snapshot
- Plan Sponsor: Education Success Network, INC.
- Sponsor EIN: 260181589
- Sponsor Address: 4 LAKE VIEW PARK, ROCHESTER, NY, 14613
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 250
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 250 | $15.1M | $0 | $0 |
| 2024 | 133 | $13.2M | $278,815 | $493,525 |
| 2023 | 84 | $11.6M | $172,918 | $462,597 |
| 2022 | 268 | $12.0M | $177,009 | $476,196 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Other Service Provider | $17,302 | — | $17,302 |
| TIAA | Recordkeeper | $13,841 | — | $13,841 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,143
- Estimated Expense Ratio: 0.207% 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 |
|---|---|---|---|---|---|
| 2025 | $844,813 | — | $30,694 | — | — |
| 2024 | $11,294 | — | $11,294 | — | — |
| 2023 | $8,159 | — | $8,159 | — | — |
| 2022 | $5,657 | — | $5,657 | — | — |