# Phoenix Country Day School 403(b) Plan
Source: https://planprovider.pro/companies/phoenix-country-day-school-403b-plan

> Phoenix Country Day School's 403(b) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Phoenix Country Day School

- **Sponsor EIN:** 860172671

- **Sponsor Address:** 3901 E STANFORD DRIVE, PARADISE VALLEY, AZ, 852537536

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

- **Total Participants:** 162

- **Total Assets:** $47.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|162|$47.7M|$1.1M|$1.4M|

| 2023|161|$42.3M|$982,675|$1.3M|

| 2022|162|$37.0M|$958,208|$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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$45,137|—|$45,137|—|—|

| 2023|$38,037|—|$38,037|—|—|

| 2022|$32,911|—|$32,911|—|—|

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