Plan Snapshot
- Plan Sponsor: French International School
- Sponsor EIN: 520847186
- Sponsor Address: 9650 ROCKVILLE PIKE, BETHESDA, MD, 20814
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 421
- Total Assets: $39.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 421 | $39.8M | $0 | $0 |
| 2024 | 266 | $35.5M | $554,118 | $1.1M |
| 2023 | 270 | $31.9M | $501,905 | $1.0M |
| 2022 | 248 | $27.5M | $475,488 | $1.0M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $7,066 | — | $7,066 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,066
- Estimated Expense Ratio: 0.018% 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 |
|---|---|---|---|---|---|
| 2025 | $2,325,566 | — | $8,456 | — | — |
| 2024 | $8,377 | — | $8,377 | — | — |
| 2023 | $6,106 | — | $6,106 | — | — |
| 2022 | $24,663 | — | $24,663 | — | — |