Plan Snapshot
- Plan Sponsor: Episcopal School Of Jacksonville, INC.
- Sponsor EIN: 591147278
- Sponsor Address: 4455 ATLANTIC BOULEVARD, JACKSONVILLE, FL, 32207
- Plan Type: 403(b)
- Total Participants: 306
- Total Assets: $39.6M
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 | 306 | $39.6M | $881,631 | $1.5M |
| 2023 | 282 | $35.1M | $791,892 | $1.4M |
| 2022 | 276 | $30.4M | $747,983 | $1.3M |
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 TEACHERS INSURANCE ANNUITY ASN | Other Service Provider | $32,748 | — | $32,748 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $12,000 | — | $12,000 |
| SMOAK, DAVIS, & NIXON, LLP | Other Service Provider | $11,800 | — | $11,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,548
- Estimated Expense Ratio: 0.143% 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 | $55,723 | — | $55,723 | — | — |
| 2023 | $47,372 | — | — | — | — |
| 2022 | $66,435 | — | — | — | — |