Plan Snapshot
- Plan Sponsor: Hackley School
- Sponsor EIN: 131740452
- Sponsor Address: 293 BENEDICT AVENUE, TARRYTOWN, NY, 10591
- Plan Type: 403(b)
- Total Participants: 265
- Total Assets: $109.1M
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. |
|---|---|---|---|---|
| 2024 | 265 | $109.1M | $1.9M | $2.0M |
| 2023 | 274 | $97.0M | $1.8M | $1.9M |
| 2022 | 221 | $82.6M | $1.9M | $1.8M |
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-TEACHERS INSUR & ANNUITY ASSOC | RECORDKEEPER | $80,682 | — | $80,682 |
| EISNER AMPER LLP | AUDITOR | $43,524 | — | $43,524 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISOR | $21,525 | — | $21,525 |
| SCHULTE ROTH & ZABEL LLP | LEGAL COUNSEL | $19,190 | — | $19,190 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSUR & ANNUITY ASSOC — RECORDKEEPER
- EISNER AMPER LLP — AUDITOR
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISOR
- SCHULTE ROTH & ZABEL LLP — LEGAL COUNSEL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,921
- Estimated Expense Ratio: 0.151% 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 | $167,921 | $21,525 | $83,682 | $43,524 | — |
| 2023 | $84,262 | $20,898 | $63,364 | — | — |
| 2022 | $92,680 | — | — | — | $92,680 |