# The Ellis School 403(b) Plan
Source: https://planprovider.pro/companies/the-ellis-school-403b-plan

> The Ellis School's 403(b) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Ellis School

- **Sponsor EIN:** 250965329

- **Sponsor Address:** 6425 FIFTH AVENUE, PITTSBURGH, PA, 152064419

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

- **Total Participants:** 114

- **Total Assets:** $28.2M

## 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|114|$28.2M|$345,432|$440,227|

| 2023|126|$25.8M|$353,910|$454,241|

| 2022|122|$24.0M|$334,522|$447,511|

## 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|

| HENDERSON BROS. RET PLAN SERV.|BROKER|$32,913|—|$32,913|

| SISTERSON & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SISTERSON & CO. LLP](https://planprovider.pro/provider/sisterson-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,913

- **Estimated Expense Ratio:** 0.117% 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|$17,458|—|$17,458|—|—|

| 2023|$65,925|—|$65,925|—|—|

| 2022|$12,464|—|$12,464|—|—|

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