Plan Snapshot
- Plan Sponsor: The Marshall School
- Sponsor EIN: 410765672
- Sponsor Address: 1215 RICE LAKE ROAD, DULUTH, MN, 55811
- Plan Type: 403(b)
- Total Participants: 95
- Total Assets: $11.6M
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 | 95 | $11.6M | $169,141 | $330,192 |
| 2023 | 93 | $10.7M | $140,916 | $296,000 |
| 2022 | 80 | $9.2M | $148,830 | $304,040 |
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 |
|---|---|---|---|---|
| ESTERBROOKS CERTIFIED PUBLIC ET. AL | Auditor | — | — | $0 |
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 | $8,688 | — | $8,688 | — | — |
| 2023 | $6,902 | — | $6,902 | — | — |
| 2022 | $6,651 | — | $6,651 | — | — |