# Poly Prep Country Day School 403(b) Plan
Source: https://planprovider.pro/companies/poly-prep-country-day-school-403b-plan

> Poly Prep Country Day School's 403(b) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|NONE|$77,928|—|$77,928|

| WELLS FARGO ADVISORS|NONE|$37,500|—|$37,500|

| ARMANINO, LLP|NONE|$19,000|—|$19,000|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,428

- **Estimated Expense Ratio:** 0.130% 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|$133,153|—|$133,153|—|—|

| 2023|$128,660|—|$128,660|—|—|

| 2022|$145,787|—|$145,787|—|—|

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