Plan Snapshot
- Plan Sponsor: Grace Church School
- Sponsor EIN: 113752853
- Sponsor Address: 86 FOURTH AVENUE, NEW YORK, NY, 10003
- Plan Type: 403(b)
- Total Participants: 225
- Total Assets: $75.3M
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 | 225 | $75.3M | $1.8M | $1.8M |
| 2023 | 207 | $67.5M | $1.6M | $1.8M |
| 2022 | 203 | $57.6M | $1.5M | $1.5M |
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 | RECORDKEEPER | $46,791 | — | $46,791 |
| PLANPILOT, LLC | ADVISOR | $9,825 | — | $9,825 |
| CBIZ, INC. | ACCOUNTANT | $9,000 | — | $9,000 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,616
- Estimated Expense Ratio: 0.087% 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 | $67,916 | — | $67,916 | — | — |
| 2023 | $44,778 | — | $44,778 | — | — |
| 2022 | $51,852 | — | $51,852 | — | — |