Plan Snapshot
- Plan Sponsor: St. Bernards School
- Sponsor EIN: 131255270
- Sponsor Address: 4 EAST 98TH STREET, NEW YORK, NY, 100296502
- Plan Type: 403(b)
- Total Participants: 107
- Total Assets: $68.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $68.1M | $1.4M | $782,248 |
| 2023 | 103 | $61.2M | $1.4M | $775,473 |
| 2022 | 101 | $52.5M | $1.3M | $712,689 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | $950 | — | $950 | — | — |
| 2023 | $375 | — | $375 | — | — |
| 2022 | $650 | — | $650 | — | — |