Plan Snapshot
- Plan Sponsor: St. John'S Country Day School
- Sponsor EIN: 590700127
- Sponsor Address: 3100 DOCTORS LAKE DR, ORANGE PARK, FL, 320736926
- Plan Type: 403(b)
- Total Participants: 44
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $11.4M | $0 | $0 |
| 2023 | 44 | $10.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| SVA CERTIFICATED PUBLIC ACCOUNTANTS | 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 | $27,814 | — | $27,814 | — | — |
| 2023 | $23,174 | — | $23,174 | — | — |