Plan Snapshot
- Plan Sponsor: Pinewood Preparatory School
- Sponsor EIN: 570513825
- Sponsor Address: 1114 ORANGEBURG ROAD, SUMMERVILLE, SC, 29483
- Plan Type: 403(b)
- Total Participants: 157
- Total Assets: $4.7M
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 | 157 | $4.7M | $102,362 | $246,986 |
| 2023 | 107 | $4.4M | $88,673 | $221,615 |
| 2022 | 103 | $3.7M | $82,122 | $188,216 |
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 |
|---|---|---|---|---|
| ELLIOTT GROUP CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT GROUP CPAS PLLC — 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 | $20,561 | $5,938 | $14,623 | — | — |
| 2023 | $15,388 | — | — | — | — |
| 2022 | $14,626 | — | — | — | $14,626 |