Plan Snapshot
- Plan Sponsor: Gill St. Bernard'S School
- Sponsor EIN: 221964930
- Sponsor Address: ST. BERNARD'S ROAD, GLADSTONE, NJ, 079340000
- Plan Type: 403(b)
- Total Participants: 219
- Total Assets: $46.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $46.3M | $732,181 | $1.1M |
| 2023 | 212 | $44.1M | $700,445 | $1.1M |
| 2022 | 199 | $37.6M | $662,672 | $1.0M |
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.) | Other Service Provider | $33,170 | — | $33,170 |
| STIFEL | Other Service Provider | $20,000 | — | $20,000 |
| WISS & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA (TEACHERS INS. & ANN. ASSOC.) — Other Service Provider
- STIFEL — Other Service Provider
- WISS & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,170
- Estimated Expense Ratio: 0.115% 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 | $52,720 | — | — | — | — |
| 2023 | $45,195 | — | — | — | — |
| 2022 | $36,883 | — | — | — | — |