Plan Snapshot
- Plan Sponsor: Solomon Schechter Day School, INC.
- Sponsor EIN: 042303212
- Sponsor Address: 125 WELLS AVENUE, NEWTON, MA, 02459
- Plan Type: 403(b)
- Total Participants: 143
- Total Assets: $31.3M
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 | 143 | $31.3M | $418,346 | $788,069 |
| 2023 | 132 | $29.6M | $360,655 | $779,335 |
| 2022 | 131 | $26.2M | $357,456 | $758,872 |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD. | 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 | $10,063 | — | $10,063 | — | — |
| 2023 | $8,699 | — | $8,699 | — | — |
| 2022 | $14,675 | — | $14,675 | — | — |