# Rowland Hall, St. Mark'S School 403(b) Plan
Source: https://planprovider.pro/companies/rowland-hall-st-mark-s-school-403b-plan

> Rowland Hall, St. Mark'S School's 403(b) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rowland Hall, St. Mark'S School

- **Sponsor EIN:** 870212477

- **Sponsor Address:** 720 GUARDSMAN WAY, SALT LAKE CITY, UT, 84108

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

- **Total Participants:** 284

- **Total Assets:** $40.2M

## 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:** No

## Plan Financials by Year

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

| 2024|284|$40.2M|$760,032|$1.3M|

| 2023|272|$38.4M|$666,095|$1.2M|

| 2022|265|$33.9M|$627,353|$1.1M|

## 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|

| VALENTINE AND CALDWELL CPAS, PC|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|$75|—|$75|—|—|

| 2023|$50|—|$50|—|—|

| 2022|$25|—|$25|—|—|

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