# Oak Hall Private School 403(b) Plan
Source: https://planprovider.pro/companies/oak-hall-private-school-591289155-001

> Oak Hall Private School's 403(b) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oak Hall Private School

- **Sponsor EIN:** 591289155

- **Sponsor Address:** 1700 SW 75TH AVENUE, GAINESVILLE, FL, 32607

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

- **Plan Number:** 001

- **Total Participants:** 154

- **Total Assets:** $22.8M

## 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|154|$22.8M|$408,691|$647,917|

| 2023|159|$21.9M|$389,887|$615,068|

| 2022|140|$18.8M|$357,919|$531,498|

## 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-TEACHERS INS & ANNUITY ASSOC|Recordkeeper|$32,683|—|$32,683|

### Verified Provider Profiles

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

- [TIAA-TEACHERS INS & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,683

- **Estimated Expense Ratio:** 0.143% 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|$35,371|—|$35,371|—|—|

| 2023|$24,677|—|$24,677|—|—|

| 2022|$23,174|—|$23,174|—|—|

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