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: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 164 | $44.5M | $0 | $1.3M |
| 2023 | 163 | $39.7M | $0 | $1.1M |
| 2022 | 153 | $33.7M | $0 | $1.1M |
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 | NONE | $13,013 | — | $13,013 |
| DAVIDSON, DOYLE & HILTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- DAVIDSON, DOYLE & HILTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,013
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 |
|---|---|---|---|---|---|
| 2025 | $81 | $81 | — | — | — |
| 2024 | $13,013 | $212 | — | — | — |
| 2023 | $11,777 | $114 | $11,663 | — | — |
| 2022 | $16,580 | — | — | — | — |