Plan Snapshot
- Plan Sponsor: Episcopal Day Private School Of Manatee County, INC.
- Sponsor EIN: 591301635
- Sponsor Address: 315 41ST ST W, BRADENTON, FL, 342092943
- Plan Type: 403(b)
- Total Participants: 112
- Total Assets: $16.9M
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 | 112 | $16.9M | $256,242 | $784,971 |
| 2023 | 112 | $17.7M | $215,524 | $643,743 |
| 2022 | 110 | $17.3M | $213,888 | $612,771 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $19,011 | — | $19,011 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,011
- Estimated Expense Ratio: 0.112% 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 | $27,380 | — | $27,380 | — | — |
| 2023 | $28,669 | — | $28,669 | — | — |
| 2022 | $36,685 | $27,198 | $9,487 | — | — |