Plan Snapshot
- Plan Sponsor: The Branson School
- Sponsor EIN: 940338330
- Sponsor Address: POST OFFICE BOX 887, ROSS, CA, 94957
- Plan Type: 403(b)
- Total Participants: 102
- Total Assets: $40.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 102 | $40.7M | $1.1M | $1.3M |
| 2023 | 97 | $36.4M | $971,745 | $1.2M |
| 2022 | 94 | $31.3M | $631,883 | $1.0M |
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 |
|---|---|---|---|---|
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,950 | — | $60,950 | — | — |
| 2023 | $31,449 | — | $31,449 | — | — |
| 2022 | $52,509 | — | $52,509 | — | — |