Plan Snapshot
- Plan Sponsor: The Baldwin School
- Sponsor EIN: 231352619
- Sponsor Address: 701 MONTGOMERY AVENUE, BRYN MAWR, PA, 19010
- Plan Type: 403(b)
- Total Participants: 215
- Total Assets: $42.0M
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 | 215 | $42.0M | $485,866 | $829,317 |
| 2023 | 216 | $38.9M | $452,423 | $850,800 |
| 2022 | 201 | $37.6M | $420,133 | $843,512 |
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 | RECORDKEEPER | $53,613 | — | $53,613 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY | $34,816 | — | $34,816 |
| TAIT WELLER & BAKER | AUDITOR | $10,250 | — | $10,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY
- TAIT WELLER & BAKER — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,679
- Estimated Expense Ratio: 0.235% 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 | $98,679 | $34,816 | $53,613 | $10,250 | — |
| 2023 | $67,236 | $27,617 | $29,869 | — | — |
| 2022 | $55,133 | $40,222 | $5,411 | — | $9,500 |