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

> The Masters School's 403(b) plan: 254 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Masters School

- **Sponsor EIN:** 131740472

- **Sponsor Address:** 49 CLINTON AVENUE, DOBBS FERRY, NY, 10522

- **Plan Type:** 403(b)

- **Total Participants:** 254

- **Total Assets:** $63.2M

## 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|254|$63.2M|$1.3M|$1.6M|

| 2023|244|$55.3M|$1.2M|$1.4M|

| 2022|252|$47.7M|$1.1M|$1.3M|

## 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|RECORDKEEPER|$46,447|—|$46,447|

| CBIZ, INC.|ACCOUNTING|$21,500|—|$21,500|

| KESTRA ADVISORY SERVICES, LLC|ADVISOR|$13,500|—|$13,500|

| CBIZ CPAS|Auditor|—|—|$0|

### 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) — RECORDKEEPER

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,447

- **Estimated Expense Ratio:** 0.129% 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|$85,300|—|$85,300|—|—|

| 2023|$67,708|—|$67,708|—|—|

| 2022|$42,963|—|$42,963|—|—|

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