# The Bolles School 403(b) Plan
Source: https://planprovider.pro/companies/the-bolles-school-590637814-001

> The Bolles School's 403(b) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bolles School

- **Sponsor EIN:** 590637814

- **Sponsor Address:** 7400 SAN JOSE BLVD, JACKSONVILLE, FL, 322173430

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

- **Plan Number:** 001

- **Total Participants:** 286

- **Total Assets:** $68.9M

## 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|286|$68.9M|$1.7M|$2.2M|

| 2023|281|$64.5M|$1.6M|$2.0M|

| 2022|273|$58.4M|$1.5M|$1.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$197,610|—|$197,610|

| KESTRA ADVISORY SERVICES, LLC|Investment Advisor|—|$83,658|$83,658|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $281,268

- **Estimated Expense Ratio:** 0.408% 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|$197,610|—|$197,610|—|—|

| 2023|$190,606|—|$190,606|—|—|

| 2022|$169,584|—|$169,584|—|—|

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