# Green Vale School 403(b) Plan
Source: https://planprovider.pro/companies/green-vale-school-111633568-001

> Green Vale School's 403(b) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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