# Seabury Hall/College Preparatory School 403(b) Plan
Source: https://planprovider.pro/companies/seabury-hall-college-preparatory-school-403b-plan

> Seabury Hall/College Preparatory School's 403(b) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|NONE|$9,854|—|$9,854|

| HIGHTOWER ADVISORS, LLC|NONE|$8,774|—|$8,774|

| CARBONARO CPA'S & MANAGEMENT GROUP|Auditor|—|—|$0|

### 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) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,628

- **Estimated Expense Ratio:** 0.099% 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|$18,628|$8,774|—|—|—|

| 2023|$37,520|$31,195|—|—|—|

| 2022|$5,300|$2,534|—|—|—|

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