Plan Snapshot
- Plan Sponsor: Saddle River Day School, INC.
- Sponsor EIN: 221612735
- Sponsor Address: 147 CHESTNUT RIDGE ROAD, SADDLE RIVER, NJ, 074582803
- Plan Type: 403(b)
- Total Participants: 87
- Total Assets: $17.9M
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 | 87 | $17.9M | $368,312 | $512,286 |
| 2023 | 77 | $17.5M | $296,424 | $415,783 |
| 2022 | 62 | $15.6M | $270,798 | $347,065 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, P.C. | Auditor | $24 | — | $24 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24
- Estimated Expense Ratio: 0.000% 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 | $35,318 | — | $35,291 | $24 | — |
| 2023 | $34,790 | — | $32,972 | $1,793 | — |
| 2022 | $7,396 | — | $7,396 | — | — |