Plan Snapshot
- Plan Sponsor: The Field School, INC.
- Sponsor EIN: 520960218
- Sponsor Address: 2301 FOXHALL ROAD, NW, WASHINGTON, DC, 20007
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $319,965 | $530,585 |
| 2023 | 165 | $18.6M | $372,895 | $609,901 |
| 2022 | 154 | $16.3M | $341,611 | $507,400 |
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 | RECORDKEEPER | $85,974 | — | $85,974 |
| GELMAN, ROSENBERG & FREEDMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,974
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 | $40,035 | — | $40,035 | — | — |
| 2023 | $42,687 | — | $42,687 | — | — |
| 2022 | $38,219 | — | $38,219 | — | — |