Plan Snapshot
- Plan Sponsor: The Brearley School
- Sponsor EIN: 131623915
- Sponsor Address: 610 EAST 83RD STREET, NEW YORK, NY, 100287902
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 858
- Total Assets: $148.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 858 | $148.5M | $0 | $0 |
| 2024 | 364 | $139.1M | $2.6M | $1.8M |
| 2023 | 382 | $128.8M | $2.4M | $1.7M |
| 2022 | 337 | $113.1M | $2.2M | $1.6M |
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 | Other Service Provider | $55,108 | — | $55,108 |
| EISNER AMPER LLP | Other Service Provider | $20,580 | — | $20,580 |
| CAP FINANCIAL PARTNERS, LLC | Other Service Provider | $10,099 | — | $10,099 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,787
- Estimated Expense Ratio: 0.058% 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 |
|---|---|---|---|---|---|
| 2025 | $14,703,260 | $10,099 | — | $20,580 | — |
| 2024 | $82,387 | $32,585 | $841 | — | — |
| 2023 | $63,935 | $6,830 | — | $14,700 | — |
| 2022 | $41,344 | — | — | — | — |