# Elsie Whitlow Stokes Community Freedom Public Charter School 403(b) Plan
Source: https://planprovider.pro/companies/elsie-whitlow-stokes-community-freedom-public-charter-school-403b-plan-001

> Elsie Whitlow Stokes Community Freedom Public Charter School's 403(b) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elsie Whitlow Stokes Community Freedom Public Charter School

- **Sponsor EIN:** 522094777

- **Sponsor Address:** 3700 OAKVIEW TERRACE, WASHINGTON, DC, 200172521

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

- **Total Participants:** 201

- **Total Assets:** $3.8M

## 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|201|$3.8M|$352,608|$0|

| 2023|187|$3.2M|$298,141|$0|

| 2022|176|$2.7M|$291,579|$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|

| SB &B COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SB &B COMPANY, LLC](https://planprovider.pro/provider/sb-and-company-llc) — 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|—|—|—|—|—|

| 2023|$1,905|—|$1,905|—|—|

| 2022|—|—|—|—|—|

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