Plan Snapshot
- Plan Sponsor: The Child School
- Sponsor EIN: 132785566
- Sponsor Address: 587 MAIN STREET, ROOSEVELT ISLAND, NY, 10044
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 132
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 132 | $9.8M | $417,741 | $279,747 |
| 2023 | 123 | $9.1M | $467,030 | $248,596 |
| 2022 | 120 | $7.9M | $423,862 | $226,288 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
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 | $75 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |