# The Baldwin School 403(b) Plan
Source: https://planprovider.pro/companies/the-baldwin-school-403b-plan

> The Baldwin School's 403(b) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISORY

- [TAIT WELLER & BAKER](https://planprovider.pro/provider/tait-weller-and-baker-llp) — 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|

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