Plan Snapshot
- Plan Sponsor: Seacrest Country Day School
- Sponsor EIN: 592311341
- Sponsor Address: 7100 DAVIS BLVD, NAPLES, FL, 34104
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 112
- Total Assets: $7.3M
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 | 112 | $7.3M | $75,227 | $174,916 |
| 2023 | 105 | $7.7M | $268,589 | $174,698 |
| 2022 | 106 | $6.7M | $212,089 | $134,870 |
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 |
|---|---|---|---|---|
| PHILLIPS FELDMAN 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 | — | — | — | — | — |
| 2023 | $21,073 | — | $21,073 | — | — |
| 2022 | $17,418 | — | $17,418 | — | — |