# Parish Episcopal School 403(b) Plan
Source: https://planprovider.pro/companies/parish-episcopal-school-751390485-001

> Parish Episcopal School's 403(b) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Parish Episcopal School

- **Sponsor EIN:** 751390485

- **Sponsor Address:** 4101 SIGMA ROAD, DALLAS, TX, 75244

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

- **Plan Number:** 001

- **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.|

| 2024|266|$40.3M|$1.1M|$1.5M|

| 2023|251|$36.0M|$1.0M|$1.4M|

| 2022|250|$31.7M|$935,523|$1.3M|

## 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 INSURANCE AND ANNUI|Recordkeeper|$48,323|—|$48,323|

| PLANPILOT, LLC|Investment Advisor|$34,671|—|$34,671|

| WHITLEY PENN LLP|Auditor|$23,349|—|$23,349|

### Verified Provider Profiles

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

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

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,343

- **Estimated Expense Ratio:** 0.264% 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|$109,672|$34,671|—|$23,349|—|

| 2023|$99,317|—|$98,620|—|—|

| 2022|$85,735|—|$85,735|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/parish-episcopal-school-751390485-001)

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