Plan Snapshot
- Plan Sponsor: Green Vale School
- Sponsor EIN: 111633568
- Sponsor Address: 250 VALENTINES LANE, OLD BROOKVILLE, NY, 11545
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 112
- Total Assets: $44.0M
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 | 112 | $44.0M | $504,868 | $896,654 |
| 2023 | 106 | $41.6M | $530,073 | $878,226 |
| 2022 | 95 | $37.3M | $455,397 | $721,730 |
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 | $18,318 | — | $18,318 |
| PLANPILOT, LLC | Other Service Provider | $7,650 | — | $7,650 |
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: $25,968
- Estimated Expense Ratio: 0.059% 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 | $26,300 | — | $26,300 | — | — |
| 2023 | $27,401 | — | $27,401 | — | — |
| 2022 | $15,370 | — | $15,370 | — | — |