Plan Snapshot
- Plan Sponsor: Knox School
- Sponsor EIN: 111743680
- Sponsor Address: 541 LONG BEACH ROAD, ST. JAMES, NY, 11780
- Plan Type: 403(b)
- Total Participants: 84
- Total Assets: $4.8M
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 | 84 | $4.8M | $24,703 | $52,652 |
| 2023 | 86 | $4.4M | $27,359 | $56,347 |
| 2022 | 88 | $4.3M | $28,397 | $60,733 |
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 |
|---|---|---|---|---|
| NAWROCKI SMITH LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NAWROCKI SMITH 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 |
|---|---|---|---|---|---|
| 2024 | $100 | — | $100 | — | — |
| 2023 | $25 | — | $25 | — | — |
| 2022 | $25 | — | $25 | — | — |