Plan Snapshot
- Plan Sponsor: The Harley School
- Sponsor EIN: 160755783
- Sponsor Address: 1981 CLOVER STREET, ROCHESTER, NY, 146183211
- Plan Type: 403(b)
- Total Participants: 182
- Total Assets: $35.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 182 | $35.6M | $400,373 | $869,845 |
| 2023 | 189 | $32.0M | $396,260 | $813,822 |
| 2022 | 180 | $29.2M | $391,126 | $779,067 |
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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $26,234 | — | $26,234 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Other Service Provider
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,234
- Estimated Expense Ratio: 0.074% 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 | $20,441 | — | $20,441 | — | — |
| 2023 | $16,288 | — | $16,288 | — | — |
| 2022 | $1,040 | — | $1,040 | — | — |