Plan Snapshot
- Plan Sponsor: Maumee Valley Country Day School
- Sponsor EIN: 344431301
- Sponsor Address: 1715 S. REYNOLDS ROAD, TOLEDO, OH, 43614
- Plan Type: 403(b)
- Total Participants: 125
- Total Assets: $18.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $18.6M | $215,925 | $357,089 |
| 2023 | 88 | $17.6M | $205,797 | $346,756 |
| 2022 | 100 | $16.9M | $226,667 | $385,239 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT, & CO. | 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 | $27,771 | — | $27,771 | — | — |
| 2023 | $29,190 | — | $29,190 | — | — |
| 2022 | $33,120 | — | $33,120 | — | — |