Plan Snapshot
- Plan Sponsor: Keystone School
- Sponsor EIN: 741193337
- Sponsor Address: 119 E. CRAIG PLACE, SAN ANTONIO, TX, 782123415
- Plan Type: 403(b)
- Total Participants: 98
- Total Assets: $14.2M
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 | 98 | $14.2M | $390,071 | $337,822 |
| 2023 | 101 | $12.7M | $371,714 | $330,193 |
| 2022 | 104 | $12.7M | $364,135 | $324,812 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,414 | — | $27,362 | — | — |
| 2023 | $22,932 | — | — | — | — |
| 2022 | $22,618 | — | $84 | — | — |