Plan Snapshot
- Plan Sponsor: Springside Chestnut Hill Academy
- Sponsor EIN: 231352681
- Sponsor Address: 500 W. WILLOW GROVE AVENUE, PHILADELPHIA, PA, 19118
- Plan Type: 403(b)
- Total Participants: 249
- Total Assets: $88.4M
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 | 249 | $88.4M | $1.4M | $1.6M |
| 2023 | 238 | $81.2M | $1.3M | $1.7M |
| 2022 | 236 | $71.5M | $1.2M | $1.6M |
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. AND ANN ASSOC | RECORDKEEPER | $68,697 | — | $68,697 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISOR | $36,650 | — | $36,650 |
| TAIT WELLER & BAKER | AUDITOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INS. AND ANN ASSOC — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISOR
- TAIT WELLER & BAKER — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,347
- Estimated Expense Ratio: 0.131% 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 | $118,640 | $36,650 | $68,172 | $10,000 | — |
| 2023 | $96,082 | $23,000 | $59,564 | $9,700 | — |
| 2022 | $100,536 | $26,500 | $51,968 | — | $18,250 |