Plan Snapshot
- Plan Sponsor: The Hewitt School
- Sponsor EIN: 131658789
- Sponsor Address: 45 EAST 75TH STREET, NEW YORK, NY, 10021
- Plan Type: 403(b)
- Total Participants: 131
- Total Assets: $52.7M
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 | 131 | $52.7M | $1.1M | $708,798 |
| 2023 | 132 | $45.2M | $1.1M | $711,385 |
| 2022 | 142 | $37.8M | $1.1M | $730,504 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, 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 | $19,559 | — | $19,559 | — | — |
| 2023 | $10,769 | — | $10,769 | — | — |
| 2022 | $28,790 | — | $28,790 | — | — |