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

> The Gregory School's 403(b) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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