# Morristown Beard School 403(b) Plan
Source: https://planprovider.pro/companies/morristown-beard-school-403b-plan

> Morristown Beard School's 403(b) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morristown Beard School

- **Sponsor EIN:** 221487252

- **Sponsor Address:** 70 WHIPPANY ROAD, MORRISTOWN, NJ, 07960

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

- **Total Participants:** 216

- **Total Assets:** $51.7M

## 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|216|$51.7M|$1.1M|$1.1M|

| 2023|226|$47.7M|$1.1M|$1.0M|

| 2022|181|$41.7M|$1.0M|$951,751|

## 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|

| TIAA|RECORDKEEPER|$22,584|—|$22,584|

| PKF O'CONNOR DAVIES LLP|AUDITOR|$13,780|—|$13,780|

| PLAN PILOT, LLC|ADVISOR|$11,025|—|$11,025|

### Verified Provider Profiles

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

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

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,389

- **Estimated Expense Ratio:** 0.092% 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|$51,192|—|$51,192|—|—|

| 2023|$34,062|—|$34,062|—|—|

| 2022|$40,704|—|$40,704|—|—|

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