# Shady Side Academy 403(b) Plan
Source: https://planprovider.pro/companies/shady-side-academy-403b-plan

> Shady Side Academy's 403(b) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-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|—|—|—|

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