# Springside Chestnut Hill Academy 403(b) Plan
Source: https://planprovider.pro/companies/springside-chestnut-hill-academy-403b-plan

> Springside Chestnut Hill Academy's 403(b) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

- [TAIT WELLER & BAKER](https://planprovider.pro/provider/tait-weller-and-baker-llp) — 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|

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