# Explore Charter Schools Of Brooklyn 403(b) Plan
Source: https://planprovider.pro/companies/explore-charter-schools-of-brooklyn-134124616-002

> Explore Charter Schools Of Brooklyn's 403(b) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Explore Charter Schools Of Brooklyn

- **Sponsor EIN:** 134124616

- **Sponsor Address:** 655 PARKSIDE AVENUE, BROOKLYN, NY, 11226

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

- **Plan Number:** 002

- **Total Participants:** 208

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|208|$9.8M|$306,446|$743,415|

| 2023|256|$8.5M|$305,126|$762,917|

| 2022|239|$7.2M|$311,103|$723,821|

## 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|

| OSAIC WEALTH INC|Investment Advisor|—|$30,112|$30,112|

| EMPOWER LIFE & ANNUITY INSURANCE CO|Recordkeeper|$29,445|—|$29,445|

| UNITED BENEFIT PENSIONS INC|Other Service Provider|$4,050|$8,407|$12,457|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$8,909|—|$8,909|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,923

- **Estimated Expense Ratio:** 0.830% 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|$43,004|—|—|—|—|

| 2023|$39,396|—|—|—|—|

| 2022|$31,635|—|—|—|—|

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