# The Benjamin School 403(b) Plan
Source: https://planprovider.pro/companies/the-benjamin-school-591536502-001

> The Benjamin School's 403(b) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Benjamin School

- **Sponsor EIN:** 591536502

- **Sponsor Address:** 11000 ELLISON WILSON ROAD, NORTH PALM BEACH, FL, 33408

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 373

- **Total Assets:** $47.2M

## 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|373|$47.2M|$933,125|$1.2M|

| 2023|365|$42.9M|$920,571|$1.1M|

| 2022|338|$36.2M|$787,176|$899,172|

## 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-TEACHERS INSUR & ANNUITY ASSOC|Recordkeeper|$31,182|—|$31,182|

| ONEDIGITAL INVESTMENT ADVISORS, INC|Investment Advisor|$24,000|—|$24,000|

| TEMPLETON & COMPANY|Auditor|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA-TEACHERS INSUR & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [ONEDIGITAL INVESTMENT ADVISORS, INC](https://planprovider.pro/provider/ameritas-retirement-plans) — Investment Advisor

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,182

- **Estimated Expense Ratio:** 0.127% 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|$60,032|$24,000|$31,032|$5,000|—|

| 2023|$47,671|$9,438|$38,233|—|—|

| 2022|$35,686|$9,438|$19,748|—|$6,500|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-benjamin-school-591536502-001)

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