Plan Snapshot
- Plan Sponsor: Garrison Forest School, INC.
- Sponsor EIN: 520591516
- Sponsor Address: 300 GARRISON FOREST ROAD, OWINGS MILLS, MD, 21117
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 179 | $37.0M | $486,728 | $889,709 |
| 2023 | 208 | $33.8M | $420,133 | $880,932 |
| 2022 | 206 | $30.7M | $414,330 | $898,805 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $39,400 | — | $39,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,400
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 | $71,041 | $16,170 | — | $39,400 | — |
| 2024 | $102,350 | — | $102,350 | — | — |
| 2023 | $55,653 | $55,653 | — | — | — |
| 2022 | $63,638 | — | $62,913 | — | — |