# Montclair Kimberley Academy Foundation 403(b) Plan
Source: https://planprovider.pro/companies/montclair-kimberley-academy-foundation-403b-plan

> Montclair Kimberley Academy Foundation's 403(b) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montclair Kimberley Academy Foundation

- **Sponsor EIN:** 237365263

- **Sponsor Address:** 201 VALLEY ROAD, MONTCLAIR, NJ, 07042

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

- **Total Participants:** 246

- **Total Assets:** $108.4M

## 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.|

| 2024|246|$108.4M|$1.6M|$2.1M|

| 2023|242|$99.0M|$1.5M|$1.8M|

| 2022|234|$88.2M|$1.5M|$1.7M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISOR|$120,148|—|$120,148|

| TIAA|CONTRACT ADMIN.|$60,777|—|$60,777|

| EISNER AMPER LLP|AUDITOR|$18,375|—|$18,375|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CONTRACT ADMIN.

- [EISNER AMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $199,300

- **Estimated Expense Ratio:** 0.184% 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|$199,301|$60,777|$120,149|$18,375|—|

| 2023|$172,914|$98,505|$48,159|—|—|

| 2022|$158,324|$105,232|$45,742|—|$7,350|

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