Plan Snapshot
- Plan Sponsor: Steppingstone Day School INC
- Sponsor EIN: 112658604
- Sponsor Address: 77-40 VLEIGH PLACE, KEW GARDEN HILLS, NY, 11367
- Plan Type: DC
- Total Participants: 259
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 259 | $10.7M | $0 | $0 |
| 2024 | 259 | $9.3M | $0 | $0 |
| 2023 | 215 | $8.3M | $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 |
|---|---|---|---|---|
| BRAD ROSENBERG | Auditor | $14,000 | — | $14,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,000
- 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 |
|---|---|---|---|---|---|
| 2025 | $109,891 | $79,641 | — | $14,000 | — |
| 2024 | $104,249 | $75,999 | — | $12,500 | — |
| 2023 | $102,449 | $72,661 | — | — | $29,788 |