# Epiphany School 403(b) Plan
Source: https://planprovider.pro/companies/epiphany-school-403b-plan

> Epiphany School's 403(b) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Epiphany School

- **Sponsor EIN:** 237014921

- **Sponsor Address:** 3611 E DENNY WAY, SEATTLE, WA, 98122

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

- **Total Participants:** 61

- **Total Assets:** $15.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|61|$15.4M|$0|$0|

| 2023|67|$13.1M|$0|$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|

| CLARK NUBER PS|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|$9,046|—|$9,046|—|—|

| 2023|$7,561|—|—|—|—|

## Similar Plans

- [Mukogawa Fort Wright Institute](https://planprovider.pro/companies/mukogawa-fort-wright-institute-401k-plan) — 70 participants

- [Seattle Country Day School](https://planprovider.pro/companies/seattle-country-day-school-403b-plan-001) — 73 participants

- [The Open Window School](https://planprovider.pro/companies/the-open-window-school-403b-plan) — 81 participants

- [Rsa Learning Centers, INC](https://planprovider.pro/companies/rsa-learning-centers-inc-plan) — 41 participants

- [Westside School](https://planprovider.pro/companies/westside-school-403b-plan) — 90 participants

- [The Harbor School](https://planprovider.pro/companies/the-harbor-school-403b-plan) — 32 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/epiphany-school-403b-plan)

© 2026 PlanProvider.Pro