# The New Community School Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-new-community-school-foundation-540973221-001

> The New Community School Foundation's 403(b) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The New Community School Foundation

- **Sponsor EIN:** 540973221

- **Sponsor Address:** 4211 HERMITAGE RD, RICHMOND, VA, 232273718

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

- **Plan Number:** 001

- **Total Participants:** 82

- **Total Assets:** $11.3M

## 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|82|$11.3M|$282,297|$296,996|

| 2023|83|$10.9M|$277,980|$277,705|

| 2022|83|$9.4M|$273,811|$268,904|

## 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|

| SAGEVIEW ADVISORY GROUP,LLC|Investment Advisor|$7,956|—|$7,956|

| TIAA|Recordkeeper|$6,282|—|$6,282|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP,LLC](https://planprovider.pro/provider/sageview-advisory-group) — Investment Advisor

- [TIAA](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:** $14,238

- **Estimated Expense Ratio:** 0.125% 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|$16,685|$2,522|$14,163|—|—|

| 2023|$11,266|$1,426|$9,840|—|—|

| 2022|$4,617|$4,049|$568|—|—|

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