# Eugenio Maria De Hostos Charter School 403(b) Plan
Source: https://planprovider.pro/companies/eugenio-maria-de-hostos-charter-school-403b-plan

> Eugenio Maria De Hostos Charter School's 403(b) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eugenio Maria De Hostos Charter School

- **Sponsor EIN:** 161588384

- **Sponsor Address:** 27 ZIMBRICH STREET, ROCHESTER, NY, 14621

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

- **Total Participants:** 198

- **Total Assets:** $1.6M

## 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|198|$1.6M|$82,203|$99,701|

| 2023|194|$1.5M|$78,734|$100,475|

| 2022|173|$1.3M|$83,993|$88,616|

## 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|

| LAWLEY RETIREMENT ADVISORS, LLC|INVESTMENT ADVISOR|$9,415|—|$9,415|

| RIMKUS MARCIANO & ASSOCIATES, INC|TPA|$5,077|$1,689|$6,766|

| OSAIC WEALTH INC.|ADVISORY|—|$5,301|$5,301|

| BONADIO & CO.LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO.LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,482

- **Estimated Expense Ratio:** 1.363% 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|$14,742|—|$14,742|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Harlem Village Academy Charter School](https://planprovider.pro/companies/harlem-village-academy-charter-school-403b-plan) — 198 participants

- [The United Nations International School](https://planprovider.pro/companies/the-united-nations-international-school-403b-plan) — 200 participants

- [Cazenovia College](https://planprovider.pro/companies/cazenovia-college-403b-plan) — 200 participants

- [The Manhattan Childrens Center](https://planprovider.pro/companies/the-manhattan-childrens-center-401k-plan) — 194 participants

- [Friends Academy](https://planprovider.pro/companies/friends-academy-403b-plan) — 194 participants

- [The Rochester School Of The Holy Childhood](https://planprovider.pro/companies/the-rochester-school-of-the-holy-childhood-403b-plan) — 194 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/eugenio-maria-de-hostos-charter-school-403b-plan)

© 2026 PlanProvider.Pro