# Katherine Delmar Burke School 403(b) Plan
Source: https://planprovider.pro/companies/katherine-delmar-burke-school-403b-plan

> Katherine Delmar Burke School's 403(b) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Katherine Delmar Burke School

- **Sponsor EIN:** 941156256

- **Sponsor Address:** 7070 CALIFORNIA STREET, SAN FRANCISCO, CA, 941211710

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

- **Total Participants:** 97

- **Total Assets:** $31.4M

## 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|97|$31.4M|$464,330|$762,333|

| 2023|107|$28.4M|$435,791|$763,750|

| 2022|98|$24.3M|$409,230|$736,249|

## 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|RECORDKEEPER|$13,129|—|$13,129|

| CLIFTONLARSONALLEN LLP|AUDITOR|$12,880|—|$12,880|

| PLANPILOT, LLC|CONSULTING|$7,750|—|$7,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,759

- **Estimated Expense Ratio:** 0.107% 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|$36,935|—|$36,935|—|—|

| 2023|$25,571|—|$25,571|—|—|

| 2022|$21,616|—|$21,616|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/katherine-delmar-burke-school-403b-plan)

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