Plan Snapshot
- Plan Sponsor: Hill-Murray School, INC.
- Sponsor EIN: 410829754
- Sponsor Address: 2625 LARPENTEUR AVENUE E, MAPLEWOOD, MN, 55109
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 125
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 125 | $5.0M | $355,445 | $403,520 |
| 2023 | 124 | $3.9M | $320,116 | $366,280 |
| 2022 | 127 | $3.1M | $290,958 | $344,231 |
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 |
|---|---|---|---|---|
| KESTRA FINANCIAL INC | Other Service Provider | $15,360 | — | $15,360 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,360
- Estimated Expense Ratio: 0.309% 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 | $15,935 | — | — | — | — |
| 2023 | $18,266 | $8,816 | $8,825 | — | — |
| 2022 | $638 | — | $638 | — | — |