Plan Snapshot
- Plan Sponsor: The Pembroke Hill School
- Sponsor EIN: 431326059
- Sponsor Address: 400 W. 51 ST, KANSAS CITY, MO, 64112
- Plan Type: 403(b)
- Total Participants: 214
- Total Assets: $60.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 214 | $60.2M | $1.1M | $1.3M |
| 2023 | 202 | $56.1M | $1.0M | $1.1M |
| 2022 | 205 | $50.8M | $1.0M | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $12,314 | — | $12,314 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,314
- Estimated Expense Ratio: 0.020% 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 | $61,139 | $6,000 | — | $12,314 | — |
| 2023 | $52,216 | $3,600 | — | $13,822 | — |
| 2022 | $46,517 | $7,200 | — | — | $7,000 |