# Sewickley Academy 403(b) Plan
Source: https://planprovider.pro/companies/sewickley-academy-403b-plan-001

> Sewickley Academy's 403(b) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|RECORDKEEPER|$38,454|—|$38,454|

| GROSSMAN YANAK & FORD|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) — RECORDKEEPER

- [GROSSMAN YANAK & FORD](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,454

- **Estimated Expense Ratio:** 0.092% 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|$38,379|—|$38,379|—|—|

| 2023|$20,764|—|$20,764|—|—|

| 2022|$21,031|—|$21,031|—|—|

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