Plan Snapshot
- Plan Sponsor: Spartanburg Day School
- Sponsor EIN: 570371816
- Sponsor Address: 1701 SKYLYN DRIVE, SPARTANBURG, SC, 293071037
- 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 | 96 | $19.7M | $284,160 | $401,727 |
| 2023 | 95 | $17.6M | $258,070 | $369,693 |
| 2022 | 103 | $15.3M | $248,207 | $359,673 |
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 |
|---|---|---|---|---|
| SWAIMBROWN PA | AUDITOR | $11,000 | — | $11,000 |
| TIAA | RECORDKEEPER | $6,655 | — | $6,655 |
| CBIZ INVESTMENT ADVISORY SERVICES | ADVISOR | $5,508 | — | $5,508 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SWAIMBROWN PA — AUDITOR
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,163
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 | $29,931 | $1,791 | $28,140 | — | — |
| 2024 | $24,516 | $897 | $23,619 | — | — |
| 2023 | $19,539 | — | $7,826 | $11,000 | — |
| 2022 | $13,140 | — | $13,140 | — | — |