# Ravenscroft School 403(b) Plan
Source: https://planprovider.pro/companies/ravenscroft-school-403b-plan

> Ravenscroft School's 403(b) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ravenscroft School

- **Sponsor EIN:** 566001583

- **Sponsor Address:** 7409 FALLS OF NEUSE ROAD, RALEIGH, NC, 276155316

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

- **Total Participants:** 297

- **Total Assets:** $57.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|297|$57.3M|$965,789|$1.3M|

| 2023|306|$52.4M|$921,369|$1.2M|

| 2022|283|$47.3M|$888,743|$1.2M|

## 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|

| BATCHELOR, TILLERY & ROBERTS, LLP|Auditor|—|—|$0|

## 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|$19,751|$19,751|—|—|—|

| 2023|$74,080|$74,080|—|—|—|

| 2022|$34,705|$34,705|—|—|—|

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