Plan Snapshot
- Plan Sponsor: The Gregory School
- Sponsor EIN: 860374130
- Sponsor Address: 3231 N CRAYCROFT ROAD, TUCSON, AZ, 85712
- Plan Type: 403(b)
- Total Participants: 81
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 81 | $11.1M | $236,229 | $475,399 |
| 2023 | 82 | $9.9M | $212,932 | $450,620 |
| 2022 | 83 | $8.3M | $192,973 | $481,165 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $24,113 | $14,808 | $9,305 | — | — |
| 2023 | $19,108 | $10,776 | $8,332 | — | — |
| 2022 | $1,536 | $671 | $865 | — | — |