Plan Snapshot
- Plan Sponsor: Glen Mills Schools
- Sponsor EIN: 236437695
- Sponsor Address: PO BOX 5001, CONCORDVILLE, PA, 19331
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $54.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 48 | $54.1M | $145,946 | $265,883 |
| 2023 | 45 | $52.6M | $170,704 | $315,473 |
| 2022 | 54 | $50.8M | $191,209 | $366,556 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $82,335 | $45,758 | — | — | — |
| 2023 | $82,978 | $36,069 | — | — | — |
| 2022 | $65,371 | — | — | — | — |