# The Corporation Of The Washington Latin School 403(b) Plan
Source: https://planprovider.pro/companies/the-corporation-of-the-washington-latin-school-403b-plan

> The Corporation Of The Washington Latin School's 403(b) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bpas) — 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|—|—|

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