Plan Snapshot
- Plan Sponsor: Poly Prep Country Day School
- Sponsor EIN: 111630821
- Sponsor Address: 9216 SEVENTH AVENUE, BROOKLYN, NY, 11228
- Plan Type: 403(b)
- Total Participants: 263
- Total Assets: $103.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 263 | $103.0M | $1.9M | $2.4M |
| 2023 | 297 | $95.2M | $1.6M | $2.2M |
| 2022 | 266 | $87.3M | $1.6M | $2.2M |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, 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 | $133,153 | — | $133,153 | — | — |
| 2023 | $128,660 | — | $128,660 | — | — |
| 2022 | $145,787 | — | $145,787 | — | — |