Plan Snapshot
- Plan Sponsor: Pine Crest Preparatory School, INC.
- Sponsor EIN: 590861374
- Sponsor Address: 1501 NORTHEAST 62ND STREET, FORT LAUDERDALE, FL, 33334
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 550
- Total Assets: $71.4M
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 | 550 | $71.4M | $3.2M | $2.6M |
| 2023 | 520 | $64.4M | $3.0M | $2.4M |
| 2022 | 501 | $55.2M | $2.9M | $2.3M |
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 |
|---|---|---|---|---|
| FLEXPATH STRATEGIES, LLC | Other Service Provider | $39,385 | — | $39,385 |
| TIAA | Recordkeeper | $34,017 | — | $34,017 |
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: $73,402
- Estimated Expense Ratio: 0.103% 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 | $73,402 | $39,385 | — | — | — |
| 2023 | $58,138 | $31,711 | — | — | — |
| 2022 | $42,078 | $23,407 | — | — | — |