Plan Snapshot
- Plan Sponsor: Germantown Academy
- Sponsor EIN: 231352639
- Sponsor Address: P.O. BOX 287, FORT WASHINGTON, PA, 19034
- Plan Type: 403(b)
- Total Participants: 318
- Total Assets: $101.9M
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 | 318 | $101.9M | $1.7M | $1.8M |
| 2023 | 311 | $92.2M | $1.6M | $1.7M |
| 2022 | 297 | $81.4M | $1.5M | $1.6M |
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-TEACHERS INS & ANN ASSOC | NONE | $56,610 | — | $56,610 |
| TAIT WELLER & BAKER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INS & ANN ASSOC — NONE
- TAIT WELLER & BAKER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,610
- Estimated Expense Ratio: 0.056% 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 | $55,735 | — | $55,735 | — | — |
| 2023 | $44,553 | — | $44,553 | — | — |
| 2022 | $42,642 | — | $42,642 | — | — |