Plan Snapshot
- Plan Sponsor: Sheridan School, INC.
- Sponsor EIN: 536019409
- Sponsor Address: 4400 36TH ST NW, WASHINGTON, DC, 200084208
- Plan Type: 403(b)
- Total Participants: 65
- Total Assets: $19.5M
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 | 65 | $19.5M | $258,220 | $462,032 |
| 2023 | 64 | $17.4M | $245,140 | $443,812 |
| 2022 | 65 | $15.6M | $230,107 | $419,116 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD | Auditor | — | — | $0 |
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 | $525 | — | $525 | — | — |
| 2023 | $100 | — | $100 | — | — |
| 2022 | $75 | — | $75 | — | — |