Plan Snapshot
- Plan Sponsor: Episcopal High School
- Sponsor EIN: 540506326
- Sponsor Address: 1200 NORTH QUAKER LANE, ALEXANDRIA, VA, 223023004
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $71.6M
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 | 199 | $71.6M | $1.4M | $1.6M |
| 2023 | 170 | $65.6M | $1.4M | $1.6M |
| 2022 | 177 | $54.9M | $1.2M | $1.4M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $3,846 | — | $3,846 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,846
- Estimated Expense Ratio: 0.005% 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 | $120,251 | — | $116,405 | $3,846 | — |
| 2023 | $115,386 | — | $114,328 | $1,058 | — |
| 2022 | $108,600 | — | $109,329 | — | — |