Plan Snapshot
- Plan Sponsor: Shady Side Academy
- Sponsor EIN: 250965561
- Sponsor Address: 423 FOX CHAPEL ROAD, PITTSBURGH, PA, 15238
- Plan Type: 403(b)
- Total Participants: 300
- Total Assets: $75.2M
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 | 300 | $75.2M | $1.2M | $1.8M |
| 2023 | 300 | $69.5M | $1.1M | $1.7M |
| 2022 | 302 | $64.3M | $1.1M | $1.6M |
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 |
|---|---|---|---|---|
| HENDERSON BROS. RET. PLAN SERV. | ADVISOR | $87,183 | — | $87,183 |
| TIAA | RECORDKEEPER | $55,945 | — | $55,945 |
| SCHNEIDER DOWNS & CO., INC. | AUDITOR | $17,114 | — | $17,114 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- SCHNEIDER DOWNS & CO., INC. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,242
- Estimated Expense Ratio: 0.213% 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 | $160,244 | — | $160,244 | — | — |
| 2023 | $118,871 | $71,719 | $456 | — | — |
| 2022 | $125,366 | $81,067 | — | — | — |