# Hackley School 403(b) Plan
Source: https://planprovider.pro/companies/hackley-school-403b-plan

> Hackley School's 403(b) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [EISNER AMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — AUDITOR

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

- [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-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|

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