Plan Snapshot
- Plan Sponsor: Greenwich Academy, INC.
- Sponsor EIN: 060653118
- Sponsor Address: 200 N MAPLE AVE, GREENWICH, CT, 068304739
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 545
- Total Assets: $134.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 545 | $134.8M | $0 | $0 |
| 2024 | 245 | $120.1M | $2.1M | $2.5M |
| 2023 | 245 | $108.0M | $2.1M | $2.4M |
| 2022 | 243 | $93.1M | $2.0M | $2.4M |
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 | Other Service Provider | $52,281 | — | $52,281 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,281
- Estimated Expense Ratio: 0.039% 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 |
|---|---|---|---|---|---|
| 2025 | $7,633,351 | — | $51,681 | — | — |
| 2024 | $45,471 | — | $45,471 | — | — |
| 2023 | $35,663 | — | $35,663 | — | — |
| 2022 | $28,057 | — | $28,057 | — | — |