Plan Snapshot
- Plan Sponsor: The Haverford School
- Sponsor EIN: 231352646
- Sponsor Address: 450 LANCASTER AVENUE, HAVERFORD, PA, 19041
- Plan Type: 403(b)
- Total Participants: 192
- Total Assets: $101.5M
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 | 192 | $101.5M | $1.6M | $1.7M |
| 2023 | 199 | $90.3M | $1.4M | $1.6M |
| 2022 | 176 | $79.7M | $1.4M | $1.6M |
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 | CONTRACT ADMINISTRATOR | $85,100 | — | $85,100 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISOR | $58,447 | — | $58,447 |
| TAIT WELLER & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — CONTRACT ADMINISTRATOR
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISOR
- TAIT WELLER & BAKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,547
- Estimated Expense Ratio: 0.141% 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 | $142,497 | $58,447 | $84,050 | — | — |
| 2023 | $116,240 | $51,310 | $64,930 | — | — |
| 2022 | $104,744 | $45,257 | $59,487 | — | — |