Plan Snapshot
- Plan Sponsor: Sidwell Friends School
- Sponsor EIN: 530196519
- Sponsor Address: 3825 WISCONSIN AVENUE, NW, WASHINGTON, DC, 20016
- Plan Type: 403(b)
- Total Participants: 271
- Total Assets: $83.1M
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 | 271 | $83.1M | $1.9M | $772,087 |
| 2023 | 281 | $77.3M | $1.8M | $725,733 |
| 2022 | 270 | $69.7M | $1.7M | $668,582 |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | Other Service Provider | $66,547 | — | $66,547 |
| BRAREN-WALSH & ASSOCIATES, INC. | Other Service Provider | $56,800 | — | $56,800 |
| TIAA | Recordkeeper | $24,923 | — | $24,923 |
| VENABLE L.L.P | ERISA Attorney | $21,106 | — | $21,106 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- VENABLE L.L.P — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,376
- Estimated Expense Ratio: 0.204% 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 | $169,376 | $67,158 | — | — | — |
| 2023 | $26,166 | $2,585 | — | — | — |
| 2022 | $36,230 | — | — | — | — |