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

> The Hamlin School's 403(b) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hood-and-strong-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|$57,032|—|$57,032|—|—|

| 2023|$46,188|—|$46,188|—|—|

| 2022|$60,310|—|$60,310|—|—|

## Similar Plans

- [Art Trek INC.](https://planprovider.pro/companies/art-trek-inc-401k-plan) — 113 participants

- [Object Oriented Partners, LLC](https://planprovider.pro/companies/object-oriented-partners-llc-plan) — 112 participants

- [Ecole Bilingue](https://planprovider.pro/companies/ecole-bilingue-403b-plan) — 112 participants

- [Menlo College](https://planprovider.pro/companies/menlo-college-403b-plan) — 111 participants

- [10,000 Degrees](https://planprovider.pro/companies/10-000-degrees-401k-plan) — 110 participants

- [Excelsior Charter Group](https://planprovider.pro/companies/excelsior-charter-group-plan) — 110 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-hamlin-school-403b-plan)

© 2026 PlanProvider.Pro