Plan Snapshot
- Plan Sponsor: King School, INC.
- Sponsor EIN: 061229222
- Sponsor Address: 1450 NEWFIELD AVE, STAMFORD, CT, 06905
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 419
- Total Assets: $58.8M
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. |
|---|---|---|---|---|
| 2025 | 419 | $58.8M | $0 | $0 |
| 2024 | 322 | $54.1M | $1.0M | $1.4M |
| 2023 | 332 | $50.0M | $925,387 | $1.2M |
| 2022 | 268 | $42.4M | $869,413 | $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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $52,037 | — | $52,037 |
| CLIFTON LARSON ALLEN LLP | Other Service Provider | $14,070 | — | $14,070 |
| GLOBAL RETIREMENT PARTNERS LLC-H/O | Other Service Provider | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,107
- Estimated Expense Ratio: 0.123% 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 | $5,783,612 | — | $73,057 | — | — |
| 2024 | $44,118 | — | $44,118 | — | — |
| 2023 | $41,923 | — | $41,923 | — | — |
| 2022 | $54,394 | — | — | — | $54,394 |