Plan Snapshot
- Plan Sponsor: The Hill School
- Sponsor EIN: 231352647
- Sponsor Address: 717 EAST HIGH STREET, POTTSTOWN, PA, 194645770
- Plan Type: 403(b)
- Total Participants: 249
- Total Assets: $69.9M
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 | 249 | $69.9M | $1.8M | $1.4M |
| 2023 | 254 | $63.8M | $1.6M | $1.2M |
| 2022 | 260 | $55.6M | $1.5M | $1.2M |
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 |
|---|---|---|---|---|
| TAIT, WELLER & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $107,730 | — | $103,833 | — | — |
| 2023 | $103,484 | — | $100,822 | — | — |
| 2022 | $95,068 | — | $95,068 | — | — |