# John Burroughs School 403(b) Plan
Source: https://planprovider.pro/companies/john-burroughs-school-430652619-002

> John Burroughs School's 403(b) plan: 174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John Burroughs School

- **Sponsor EIN:** 430652619

- **Sponsor Address:** 755 SOUTH PRICE ROAD, ST. LOUIS, MO, 631241866

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **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.|

| 2024|174|$79.6M|$1.1M|$1.3M|

| 2023|173|$72.0M|$0|$0|

| 2022|179|$62.4M|$966,647|$1.1M|

## 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|

| CAPFINANCIAL PARTNERS, LLC|Other Service Provider|$15,641|—|$15,641|

| ARMANINO, LLP|Auditor|$15,225|—|$15,225|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,866

- **Estimated Expense Ratio:** 0.039% 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|$34,665|—|$19,440|$15,225|—|

| 2023|$34,086|—|$18,662|$15,424|—|

| 2022|$23,450|—|$23,450|—|—|

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