Plan Snapshot
- Plan Sponsor: John Burroughs School
- Sponsor EIN: 430652619
- Sponsor Address: 755 SOUTH PRICE ROAD, ST. LOUIS, MO, 631241866
- Plan Type: 403(b)
- Total Participants: 174
- Total Assets: $79.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 174 | $79.6M | $0 | $0 |
| 2024 | 173 | $72.0M | $0 | $0 |
| 2023 | 179 | $62.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | $15,225 | — | $15,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,225
- Estimated Expense Ratio: 0.019% 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 | $34,665 | — | $19,440 | $15,225 | — |
| 2024 | $34,086 | — | $18,662 | $15,424 | — |
| 2023 | $23,450 | — | $23,450 | — | — |