Plan Snapshot
- Plan Sponsor: Sewickley Academy
- Sponsor EIN: 250965558
- Sponsor Address: 315 ACADEMY AVENUE, SEWICKLEY, PA, 151431200
- Plan Type: 403(b)
- Total Participants: 151
- Total Assets: $41.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $41.9M | $671,048 | $704,403 |
| 2023 | 153 | $30.3M | $578,289 | $461,947 |
| 2022 | 168 | $28.3M | $609,002 | $477,362 |
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 |
|---|---|---|---|---|
| GROSSMAN YANAK & FORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD — Auditor
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 | $38,379 | — | $38,379 | — | — |
| 2023 | $20,764 | — | $20,764 | — | — |
| 2022 | $21,031 | — | $21,031 | — | — |