Plan Snapshot
- Plan Sponsor: Horace Mann School
- Sponsor EIN: 131740455
- Sponsor Address: 231 WEST 246TH STREET, BRONX, NY, 10471
- Plan Type: 403(b)
- Total Participants: 426
- Total Assets: $252.2M
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 | 426 | $252.2M | $4.9M | $4.6M |
| 2023 | 397 | $229.0M | $4.4M | $3.9M |
| 2022 | 397 | $203.3M | $4.2M | $3.8M |
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 | NONE | $97,327 | — | $97,327 |
| WORLD INVESTMENT ADVISORS, LLC | NONE | $71,237 | — | $71,237 |
| SCHULTE ROTH & ZABEL LLP | NONE | $23,993 | — | $23,993 |
| FORVIS MAZARS, LLP | NONE | $14,805 | — | $14,805 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- SCHULTE ROTH & ZABEL LLP — NONE
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,362
- Estimated Expense Ratio: 0.082% 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 | $207,359 | $71,237 | $551 | $14,805 | — |
| 2023 | $78,690 | $41,250 | $493 | $13,820 | — |
| 2022 | $139,154 | — | — | — | $139,154 |