Plan Snapshot
- Plan Sponsor: The Corporation Of The Washington Latin School
- Sponsor EIN: 202395640
- Sponsor Address: 5200 2ND ST NW, WASHINGTON, DC, 200116622
- Plan Type: 403(b)
- Total Participants: 148
- Total Assets: $10.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $10.8M | $0 | $0 |
| 2023 | 131 | $8.8M | $0 | $0 |
| 2022 | 106 | $7.3M | $0 | $0 |
| 2021 | 97 | $2.3M | $0 | $0 |
| 2020 | 90 | $1.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $10,373 | — | — | — | — |
| 2023 | $9,261 | — | $9,261 | — | — |
| 2022 | $3,990 | — | $3,990 | — | — |
| 2021 | $3,794 | $3,794 | — | — | — |
| 2020 | $3,796 | — | $3,796 | — | — |