Plan Snapshot
- Plan Sponsor: Saint Edward'S School
- Sponsor EIN: 591059214
- Sponsor Address: 1895 SAINT EDWARD'S DRIVE, VERO BEACH, FL, 329632659
- Plan Type: 403(b)
- Total Participants: 169
- Total Assets: $22.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 169 | $22.1M | $442,680 | $626,805 |
| 2023 | 164 | $21.7M | $398,885 | $659,631 |
| 2022 | 137 | $19.5M | $398,796 | $646,888 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $15,963 | $2,331 | — | — | — |
| 2023 | $5,415 | — | — | — | — |
| 2022 | $2,975 | — | — | — | $2,975 |