Plan Snapshot
- Plan Sponsor: Parish Episcopal School
- Sponsor EIN: 751390485
- Sponsor Address: 4101 SIGMA ROAD, DALLAS, TX, 75244
- Plan Type: 403(b)
- Total Participants: 266
- Total Assets: $40.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 266 | $40.3M | $0 | $0 |
| 2024 | 251 | $36.0M | $0 | $0 |
| 2023 | 250 | $31.7M | $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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | $23,349 | — | $23,349 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,349
- Estimated Expense Ratio: 0.058% 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 |
|---|---|---|---|---|---|
| 2025 | $109,672 | $34,671 | — | $23,349 | — |
| 2024 | $99,317 | — | $98,620 | — | — |
| 2023 | $85,735 | — | $85,735 | — | — |