Plan Snapshot
- Plan Sponsor: Ethical Culture Fieldston School
- Sponsor EIN: 133862529
- Sponsor Address: 33 CENTRAL PARK WEST, NEW YORK, NY, 10023
- Plan Type: 403(b)
- Total Participants: 388
- Total Assets: $206.3M
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 | 388 | $206.3M | $4.0M | $3.8M |
| 2023 | 427 | $187.3M | $3.8M | $3.6M |
| 2022 | 435 | $163.6M | $3.7M | $3.5M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | $74,822 | $8,400 | $9,388 | — | — |
| 2023 | $53,819 | $4,200 | — | — | — |
| 2022 | $87,485 | $33,325 | — | — | — |