# The Packer Collegiate Institute 403(b) Plan
Source: https://planprovider.pro/companies/the-packer-collegiate-institute-111633522-001

> The Packer Collegiate Institute's 403(b) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Packer Collegiate Institute

- **Sponsor EIN:** 111633522

- **Sponsor Address:** 170 JORALEMON STREET, BROOKLYN, NY, 112014312

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

- **Plan Number:** 001

- **Total Participants:** 264

- **Total Assets:** $111.3M

## 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|264|$111.3M|$2.0M|$2.2M|

| 2023|264|$100.0M|$1.8M|$2.0M|

| 2022|248|$86.8M|$1.7M|$1.7M|

## 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|$50,489|—|$50,489|

| PKF O'CONNOR DAVIES, LLP|Auditor|$21,400|—|$21,400|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,889

- **Estimated Expense Ratio:** 0.065% 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|$81,004|—|$81,004|—|—|

| 2023|$76,367|—|$76,367|—|—|

| 2022|$61,865|—|$61,865|—|—|

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