# Saint Anns School 403(b) Plan
Source: https://planprovider.pro/companies/saint-anns-school-403b-plan

> Saint Anns School's 403(b) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saint Anns School

- **Sponsor EIN:** 112606681

- **Sponsor Address:** 129 PIERREPONT STREET, BROOKLYN, NY, 11201

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

- **Total Participants:** 325

- **Total Assets:** $96.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|325|$96.6M|$1.5M|$2.4M|

| 2023|298|$84.8M|$1.3M|$2.2M|

| 2022|280|$73.0M|$1.2M|$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|RECORDKEEPER|$117,776|—|$117,776|

| O'CONNOR DAVIES, LLP|AUDITOR|$27,250|—|$27,250|

| PLANPILOT, LLC|ADVISOR|$10,608|—|$10,608|

### 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) — RECORDKEEPER

- [O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,634

- **Estimated Expense Ratio:** 0.161% 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|$156,913|—|$156,913|—|—|

| 2023|$134,216|—|$134,216|—|—|

| 2022|$116,470|—|$116,470|—|—|

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