# Emma Willard School 403(b) Plan
Source: https://planprovider.pro/companies/emma-willard-school-403b-plan

> Emma Willard 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:** Emma Willard School

- **Sponsor EIN:** 141338390

- **Sponsor Address:** 285 PAWLING AVENUE, TROY, NY, 121805238

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

- **Total Participants:** 146

- **Total Assets:** $53.8M

## 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|$53.8M|$1.3M|$1.1M|

| 2023|146|$48.8M|$1.2M|$1.0M|

| 2022|154|$43.3M|$1.1M|$954,664|

## 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|

| TIAA|Other Service Provider|$34,318|—|$34,318|

| UHY LLP|Other Service Provider|$12,198|—|$12,198|

| PLANPILOT, LLC|Other Service Provider|$6,600|—|$6,600|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,116

- **Estimated Expense Ratio:** 0.099% 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|$54,191|—|$54,191|—|—|

| 2023|$33,150|—|$33,150|—|—|

| 2022|$29,179|—|$29,179|—|—|

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