# Shipley School 403(b) Plan
Source: https://planprovider.pro/companies/shipley-school-403b-plan

> Shipley School's 403(b) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shipley School

- **Sponsor EIN:** 231352677

- **Sponsor Address:** 814 YARROW STREET, BRYN MAWR, PA, 190103525

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

- **Total Participants:** 383

- **Total Assets:** $52.6M

## 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|383|$52.6M|$838,235|$945,035|

| 2023|389|$48.6M|$784,929|$979,450|

| 2022|196|$44.1M|$742,926|$964,537|

## 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- TEACHERS INS & ANNUITY ASSOC|RECORDKEEPER|$20,460|—|$20,460|

| TAIT, WELLER & BAKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA- TEACHERS INS & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [TAIT, WELLER & BAKER LLP](https://planprovider.pro/provider/tait-weller-and-baker-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,460

- **Estimated Expense Ratio:** 0.039% 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|$20,520|—|$20,520|—|—|

| 2023|$18,659|—|$18,659|—|—|

| 2022|$16,512|—|$16,512|—|—|

## Similar Plans

- [Harcum College](https://planprovider.pro/companies/harcum-college-403b-plan) — 382 participants

- [Saint Vincent College](https://planprovider.pro/companies/saint-vincent-college-403b-plan) — 382 participants

- [Ursinus College](https://planprovider.pro/companies/ursinus-college-403b-plan) — 384 participants

- [Carlow University](https://planprovider.pro/companies/carlow-university-403b-plan) — 369 participants

- [National Board Of Medical Examiners](https://planprovider.pro/companies/national-board-of-medical-examiners-plan-001) — 398 participants

- [Lebanon Valley College](https://planprovider.pro/companies/lebanon-valley-college-403b-plan) — 360 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shipley-school-403b-plan)

© 2026 PlanProvider.Pro