Plan Snapshot
- Plan Sponsor: Phillips Brooks School
- Sponsor EIN: 942494458
- Sponsor Address: 2245 AVY AVENUE, MENLO PARK, CA, 940256707
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 81
- Total Assets: $16.5M
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 | 81 | $16.5M | $446,571 | $604,644 |
| 2023 | 101 | $16.3M | $435,704 | $448,065 |
| 2022 | 65 | $14.8M | $358,553 | $357,298 |
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 | $19,141 | — | $19,141 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,141
- Estimated Expense Ratio: 0.116% 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 | $19,196 | — | $19,196 | — | — |
| 2023 | $15,660 | — | $15,660 | — | — |
| 2022 | $15,018 | — | $14,468 | — | — |