# The Mcgillis School 403(b) Plan
Source: https://planprovider.pro/companies/the-mcgillis-school-753048375-002

> The Mcgillis School's 403(b) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mcgillis School

- **Sponsor EIN:** 753048375

- **Sponsor Address:** 668 S 1300 E, SALT LAKE CITY, UT, 84102

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

- **Plan Number:** 002

- **Total Participants:** 136

- **Total Assets:** $10.0M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|136|$10.0M|$395,914|$515,048|

| 2023|126|$8.4M|$355,941|$414,274|

| 2022|107|$6.8M|$321,876|$402,911|

## 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|

| TIAAI|Recordkeeper|$13,770|—|$13,770|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,770

- **Estimated Expense Ratio:** 0.138% 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|$13,770|—|$13,770|—|—|

| 2023|$10,568|—|$10,568|—|—|

| 2022|$9,279|—|$9,279|—|—|

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