# Overbrook School For The Blind 403(b) Plan
Source: https://planprovider.pro/companies/overbrook-school-for-the-blind-403b-plan

> Overbrook School For The Blind's 403(b) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Overbrook School For The Blind

- **Sponsor EIN:** 231445631

- **Sponsor Address:** 6333 MALVERN AVENUE, PHILADELPHIA, PA, 191512529

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

- **Total Participants:** 250

- **Total Assets:** $10.3M

## 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|250|$10.3M|$0|$0|

| 2023|280|$9.9M|$0|$0|

## 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|

| TAIT, WELLER & BAKER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TAIT, WELLER & BAKER, LLP](https://planprovider.pro/provider/tait-weller-and-baker-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|$738|—|$738|—|—|

| 2023|$1,307|—|$1,307|—|—|

## Similar Plans

- [Springside Chestnut Hill Academy](https://planprovider.pro/companies/springside-chestnut-hill-academy-403b-plan) — 249 participants

- [The Hill School](https://planprovider.pro/companies/the-hill-school-403b-plan) — 249 participants

- [Educationworks INC.](https://planprovider.pro/companies/educationworks-inc-401k-plan) — 249 participants

- [American Institute For Chartered Property Casualty Underwriter](https://planprovider.pro/companies/american-institute-for-chartered-property-casualty-underwriter-401k-plan) — 252 participants

- [University Of Scranton](https://planprovider.pro/companies/university-of-scranton-plan-001) — 255 participants

- [Lancaster Bible College](https://planprovider.pro/companies/lancaster-bible-college-403b-plan) — 244 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/overbrook-school-for-the-blind-403b-plan)

© 2026 PlanProvider.Pro