# St. Thomas School 403(b) Plan
Source: https://planprovider.pro/companies/st-thomas-school-403b-plan

> St. Thomas School's 403(b) plan: 103 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** St. Thomas School

- **Sponsor EIN:** 910840110

- **Sponsor Address:** 8300 NE 12TH STREET, MEDINA, WA, 980393100

- **Plan Type:** 403(b)

- **Total Participants:** 103

- **Total Assets:** $19.7M

## 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|103|$19.7M|$0|$0|

| 2024|91|$17.3M|$0|$0|

| 2023|83|$14.7M|$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|

| AAFCPAS, INC.|Auditor|$18,643|—|$18,643|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,643

- **Estimated Expense Ratio:** 0.095% 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|

| 2025|$74,966|$15,000|—|$18,643|—|

| 2024|$73,904|$20,000|—|$17,616|—|

| 2023|$54,654|—|$54,654|—|—|

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