Plan Snapshot
- Plan Sponsor: German School
- Sponsor EIN: 540740278
- Sponsor Address: 8617 CHATEAU DRIVE, POTOMAC, MD, 20854
- Plan Type: 403(b)
- Total Participants: 78
- Total Assets: $26.2M
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 | 78 | $26.2M | $298,060 | $716,213 |
| 2023 | 77 | $22.6M | $268,293 | $717,864 |
| 2022 | 66 | $18.9M | $252,229 | $612,591 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $150 | — | $150 | — | — |
| 2023 | $150 | — | $150 | — | — |
| 2022 | $227 | — | $227 | — | — |