# Friends Select School 403(b) Plan
Source: https://planprovider.pro/companies/friends-select-school-403b-plan

> Friends Select School's 403(b) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Friends Select School

- **Sponsor EIN:** 230604370

- **Sponsor Address:** 1651 BENJAMIN FRANKLIN PARKWAY, PHILADELPHIA, PA, 191031284

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

- **Total Participants:** 137

- **Total Assets:** $42.6M

## 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|137|$42.6M|$627,046|$841,023|

| 2023|143|$38.3M|$575,263|$763,668|

| 2022|137|$33.4M|$562,959|$747,880|

## 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 INS & ANNUITY ASSOC|CONTRACT ADMIN.|$94,850|—|$94,850|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISOR|$23,500|—|$23,500|

| TAIT WELLER & BAKER|AUDITOR|$10,250|—|$10,250|

### Verified Provider Profiles

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

- [TIAA INS & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CONTRACT ADMIN.

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

- [TAIT WELLER & BAKER](https://planprovider.pro/provider/tait-weller-and-baker-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,600

- **Estimated Expense Ratio:** 0.302% 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|$128,600|$23,500|$94,850|$10,250|—|

| 2023|$80,352|$23,500|$46,852|—|—|

| 2022|$64,162|$14,240|$49,922|—|—|

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