# Ethel Walker School 403(b) Plan
Source: https://planprovider.pro/companies/ethel-walker-school-060689699-001

> Ethel Walker School's 403(b) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ethel Walker School

- **Sponsor EIN:** 060689699

- **Sponsor Address:** 230 BUSHY HILL RD, SIMSBURY, CT, 06070

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

- **Plan Number:** 001

- **Total Participants:** 108

- **Total Assets:** $27.5M

## 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|108|$27.5M|$434,219|$694,479|

| 2023|98|$24.9M|$338,776|$655,992|

| 2022|94|$24.1M|$335,315|$612,300|

## 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|Recordkeeper|$14,978|—|$14,978|

| CLIFTON LARSON ALLEN LLP|Auditor|$8,400|—|$8,400|

### 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) — Recordkeeper

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,378

- **Estimated Expense Ratio:** 0.085% 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|$25,728|—|$25,728|—|—|

| 2023|$7,973|—|$7,973|—|—|

| 2022|$5,947|—|$5,947|—|—|

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