# Garrison Forest School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/garrison-forest-school-inc-403b-plan

> Garrison Forest School, INC.'s 403(b) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Identity, INC.](https://planprovider.pro/companies/identity-inc-401k-plan) — 178 participants

- [Key School, INC.](https://planprovider.pro/companies/key-school-inc-403b-plan) — 183 participants

- [Notre Dame Preparatory School INC.](https://planprovider.pro/companies/notre-dame-preparatory-school-inc-403b-plan) — 174 participants

- [The Foundation Schools](https://planprovider.pro/companies/the-foundation-schools-403b-plan) — 172 participants

- [Management Leadership For Tomorrow](https://planprovider.pro/companies/management-leadership-for-tomorrow-plan-001) — 188 participants

- [The Holton-Arms School, INC.](https://planprovider.pro/companies/the-holton-arms-school-inc-403b-plan) — 189 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/garrison-forest-school-inc-403b-plan)

© 2026 PlanProvider.Pro