# The Dalton Schools, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-dalton-schools-inc-403b-plan

> The Dalton Schools, INC.'s 403(b) plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Dalton Schools, INC.

- **Sponsor EIN:** 132751872

- **Sponsor Address:** 108 EAST 89TH STREET, NEW YORK, NY, 101281502

- **Plan Type:** 403(b)

- **Total Participants:** 370

- **Total Assets:** $260.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|370|$260.5M|$4.5M|$3.9M|

| 2023|374|$234.6M|$4.3M|$3.6M|

| 2022|351|$205.1M|$3.7M|$3.4M|

## 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|NONE|$76,829|—|$76,829|

| FIDUCIENT ADVISORS, LLC|NONE|$48,991|—|$48,991|

| EISNER AMPER LLP|NONE|$14,700|—|$14,700|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [EISNER AMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $140,520

- **Estimated Expense Ratio:** 0.054% 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|

| 2024|$145,020|$48,991|—|$14,700|—|

| 2023|$76,887|$16,042|—|$26,880|—|

| 2022|$77,768|—|—|—|$35,600|

## Similar Plans

- [American Society Of Mechanical Engineers](https://planprovider.pro/companies/american-society-of-mechanical-engineers-401k-plan) — 369 participants

- [New York Institute Of Technology](https://planprovider.pro/companies/new-york-institute-of-technology-403b-plan-002) — 367 participants

- [Gersh Academy, INC. & All Control Group Companies](https://planprovider.pro/companies/gersh-academy-inc-all-control-group-companies-401k-plan) — 374 participants

- [The Berkeley Carroll School](https://planprovider.pro/companies/the-berkeley-carroll-school-403b-plan) — 365 participants

- [The Brearley School](https://planprovider.pro/companies/the-brearley-school-403b-plan) — 364 participants

- [Manhattan University](https://planprovider.pro/companies/manhattan-college-403b-plan) — 377 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-dalton-schools-inc-403b-plan)

© 2026 PlanProvider.Pro