# Kipp Capital Region Public Schools 403(b) Plan
Source: https://planprovider.pro/companies/kipp-capital-region-public-schools-201347748-001

> Kipp Capital Region Public Schools's 403(b) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kipp Capital Region Public Schools

- **Sponsor EIN:** 201347748

- **Sponsor Address:** 321 NORTHERN BLVD., ALBANY, NY, 12210

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

- **Plan Number:** 001

- **Total Participants:** 335

- **Total Assets:** $12.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|335|$12.5M|$572,744|$912,702|

| 2023|348|$11.0M|$932,703|$1.2M|

| 2022|347|$8.2M|$793,193|$960,926|

## 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|

| KESTRA ADVISORY SERVICES|Investment Advisor|$33,925|—|$33,925|

| ASCENSUS LLC|Other Service Provider|$25,222|—|$25,222|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/sentinel-group) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,147

- **Estimated Expense Ratio:** 0.472% 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|$54,186|—|—|—|—|

| 2023|$38,599|—|—|—|—|

| 2022|$24,703|—|—|—|—|

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