Plan Snapshot
- Plan Sponsor: Teton Science Schools
- Sponsor EIN: 830219163
- Sponsor Address: 700 COYOTE CANYON ROAD, JACKSON, WY, 83001
- Plan Type: 403(b)
- Total Participants: 101
- Total Assets: $8.6M
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 | 101 | $8.6M | $181,687 | $359,361 |
| 2023 | 98 | $7.6M | $143,622 | $359,116 |
| 2022 | 150 | $6.5M | $159,582 | $393,645 |
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 |
|---|---|---|---|---|
| TIAA | NONE | $33,621 | — | $33,621 |
| CARVER, FLOREK & JAMES, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,621
- Estimated Expense Ratio: 0.391% 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 |
|---|---|---|---|---|---|
| 2024 | $33,621 | — | — | — | — |
| 2023 | $27,917 | — | $27,917 | — | — |
| 2022 | $26,228 | — | — | — | — |