# The Hill School 403(b) Plan
Source: https://planprovider.pro/companies/the-hill-school-403b-plan

> The Hill School's 403(b) plan: 249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|CONTRACT ADMINISTRATOR|$71,257|—|$71,257|

| FIDUCIENT ADVISORS, LLC|INVESTMENT ADVISOR|$43,750|—|$43,750|

| TAIT, WELLER & BAKER LLP|ACCOUNTING|$5,750|—|$5,750|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CONTRACT ADMINISTRATOR

- [TAIT, WELLER & BAKER LLP](https://planprovider.pro/provider/tait-weller-and-baker-llp) — ACCOUNTING

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $120,757

- **Estimated Expense Ratio:** 0.173% 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|$107,730|—|$103,833|—|—|

| 2023|$103,484|—|$100,822|—|—|

| 2022|$95,068|—|$95,068|—|—|

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