Plan Snapshot
- Plan Sponsor: Seabury Hall/College Preparatory School
- Sponsor EIN: 990110784
- Sponsor Address: 480 OLINDA ROAD, MAKAWAO, HI, 96768
- Plan Type: 403(b)
- Total Participants: 158
- Total Assets: $18.8M
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 | 158 | $18.8M | $441,906 | $433,366 |
| 2023 | 156 | $17.2M | $530,430 | $427,207 |
| 2022 | 88 | $16.0M | $335,841 | $351,303 |
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 |
|---|---|---|---|---|
| CARBONARO CPA'S & MANAGEMENT GROUP | 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 | $18,628 | $8,774 | — | — | — |
| 2023 | $37,520 | $31,195 | — | — | — |
| 2022 | $5,300 | $2,534 | — | — | — |