Plan Snapshot
- Plan Sponsor: The Episcopal Academy
- Sponsor EIN: 231370500
- Sponsor Address: 1785 BISHOP WHITE DRIVE, NEWTOWN SQUARE, PA, 19073
- Plan Type: 401(k)
- Total Participants: 357
- Total Assets: $42.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 357 | $42.7M | $1.7M | $0 |
| 2023 | 366 | $37.4M | $1.6M | $0 |
| 2022 | 357 | $31.6M | $1.5M | $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 |
|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | NONE | $16,143 | — | $16,143 |
| WITHUM SMITH + BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — NONE
- WITHUM SMITH + BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,143
- Estimated Expense Ratio: 0.038% 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 | $16,143 | — | $16,143 | — | — |
| 2023 | $12,537 | — | $12,537 | — | — |
| 2022 | $10,181 | — | — | — | $10,181 |