# The Harker School DC Plan
Source: https://planprovider.pro/companies/the-harker-school-941613808-001

> The Harker School's DC plan: 527 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Harker School

- **Sponsor EIN:** 941613808

- **Sponsor Address:** 4525 UNION AVE, SAN JOSE, CA, 951243530

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 527

- **Total Assets:** $73.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|527|$73.3M|$3.8M|$0|

| 2023|556|$70.6M|$3.5M|$0|

| 2022|532|$59.6M|$3.3M|$0|

## 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|

| FIDUCIARY BENEFITS GROUP INC|Other Service Provider|$131,381|—|$131,381|

| TIAA- TEACHERS INSURANCE & ANNUITY|Recordkeeper|$64,527|—|$64,527|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA- TEACHERS INSURANCE & ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,908

- **Estimated Expense Ratio:** 0.267% 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|$157,589|$157,589|—|—|—|

| 2023|$111,874|$111,874|—|—|—|

| 2022|$101,039|$101,039|—|—|—|

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