# Sewickley Academy 403(b) Plan
Source: https://planprovider.pro/companies/sewickley-academy-403b-plan-002

> Sewickley Academy's 403(b) plan: 74 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Sewickley Academy

- **Sponsor EIN:** 250965558

- **Sponsor Address:** 315 ACADEMY AVENUE, SEWICKLEY, PA, 151431200

- **Plan Type:** 403(b)

- **Total Participants:** 74

- **Total Assets:** $12.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|74|$12.3M|$85,656|$253,456|

| 2022|84|$11.4M|$91,439|$291,825|

## 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 LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GROSSMAN YANAK & FORD LLP](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:** $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|

| 2023|$8,402|—|$8,402|—|—|

| 2022|$8,889|—|$8,889|—|—|

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