Plan Snapshot
- Plan Sponsor: Teaching Matters, INC.
- Sponsor EIN: 133770472
- Sponsor Address: 475 RIVERSIDE DRIVE, NEW YORK, NY, 10115
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $11.2M
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 | 94 | $11.2M | $239,472 | $534,176 |
| 2023 | 88 | $10.3M | $216,704 | $568,162 |
| 2022 | 113 | $8.6M | $150,435 | $491,785 |
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 |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY AND DONNELLY | 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 | $1,697 | — | $587 | — | — |
| 2023 | $75 | — | — | — | — |
| 2022 | — | — | — | — | — |