# Gill St. Bernard'S School 403(b) Plan
Source: https://planprovider.pro/companies/gill-st-bernard-s-school-403b-plan

> Gill St. Bernard'S School's 403(b) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.)](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [STIFEL](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — Other Service Provider

- [WISS & COMPANY LLP](https://planprovider.pro/provider/wiss-and-company) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gill-st-bernard-s-school-403b-plan)

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