# Keystone School 403(b) Plan
Source: https://planprovider.pro/companies/keystone-school-403b-plan

> Keystone School's 403(b) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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