Plan Snapshot
- Plan Sponsor: The Guild For Exceptional Children
- Sponsor EIN: 116037766
- Sponsor Address: 260 68TH STREET, BROOKLYN, NY, 11220
- Plan Type: 403(b)
- Total Participants: 210
- Total Assets: $20.4M
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 | 210 | $20.4M | $1.1M | $426,745 |
| 2023 | 225 | $18.4M | $955,341 | $396,939 |
| 2022 | 358 | $16.0M | $834,449 | $331,435 |
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 |
|---|---|---|---|---|
| SOVEREIGN FINANCIAL GROUP, INC. | NONE | $84,796 | — | $84,796 |
| NEWPORT GROUP, INC. | NONE | $5,871 | — | $5,871 |
| PKF O'CONNOR DAVIES LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,667
- Estimated Expense Ratio: 0.444% 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 | $90,667 | $84,796 | $5,871 | — | — |
| 2023 | $84,371 | $72,426 | $11,945 | — | — |
| 2022 | $75,994 | $70,596 | $5,398 | — | — |