# Germantown Academy 403(b) Plan
Source: https://planprovider.pro/companies/germantown-academy-403b-plan

> Germantown Academy's 403(b) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [TAIT WELLER & BAKER LLC](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:** $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|—|—|

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