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

> Kipp Capital Region Public Schools's 403(b) plan: 335 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

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

- **Sponsor EIN:** 201347748

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

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

- **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.|

| 2025|335|$12.5M|$0|$0|

| 2024|348|$11.0M|$0|$0|

| 2023|347|$8.2M|$0|$0|

## 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|

| MENGEL METZGER BARR AND CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MENGEL METZGER BARR AND CO LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## 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|

| 2025|$54,186|—|—|—|—|

| 2024|$38,599|—|—|—|—|

| 2023|$24,703|—|—|—|—|

## Similar Plans

- [Barnard College](https://planprovider.pro/companies/barnard-college-403b-plan-002) — 335 participants

- [Mount Saint Mary College](https://planprovider.pro/companies/mount-saint-mary-college-403b-plan) — 336 participants

- [The Cooper Union For The Advancement Of Science And Art](https://planprovider.pro/companies/the-cooper-union-for-the-advancement-of-science-and-art-403b-plan) — 332 participants

- [Rethink Autism, INC. Dba Rethink First](https://planprovider.pro/companies/rethink-autism-inc-dba-rethink-first-401k-plan) — 339 participants

- [The Spence School](https://planprovider.pro/companies/the-spence-school-403b-plan) — 343 participants

- [Albany College Of Pharmacy And Health Sciences](https://planprovider.pro/companies/albany-college-of-pharmacy-and-health-sciences-403b-plan) — 327 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kipp-capital-region-public-schools-plan)

© 2026 PlanProvider.Pro