Plan Snapshot
- Plan Sponsor: The Hamlin School
- Sponsor EIN: 941393894
- Sponsor Address: 2120 BROADWAY STREET, SAN FRANCISCO, CA, 94115
- Plan Type: 403(b)
- Total Participants: 113
- Total Assets: $37.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 113 | $37.3M | $561,060 | $1.1M |
| 2023 | 118 | $36.4M | $553,448 | $985,872 |
| 2022 | 109 | $30.8M | $550,105 | $929,495 |
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 |
|---|---|---|---|---|
| HOOD & STRONG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG — 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 | $57,032 | — | $57,032 | — | — |
| 2023 | $46,188 | — | $46,188 | — | — |
| 2022 | $60,310 | — | $60,310 | — | — |