# The Ross School 403(b) Plan
Source: https://planprovider.pro/companies/the-ross-school-403b-plan-001

> The Ross School's 403(b) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Ross School

- **Sponsor EIN:** 010880911

- **Sponsor Address:** 18 GOODFRIEND DRIVE, EAST HAMPTON, NY, 119375166

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

- **Total Participants:** 111

- **Total Assets:** $18.5M

## 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|111|$18.5M|$112,269|$188,477|

| 2023|115|$16.9M|$54,660|$142,868|

| 2022|66|$15.3M|$0|$164,938|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISOR|$17,883|—|$17,883|

| CAPIN CROUSE LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,883

- **Estimated Expense Ratio:** 0.097% 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|$18,905|—|$18,905|—|—|

| 2023|$180|—|$180|—|—|

| 2022|$75|—|—|—|—|

## Similar Plans

- [Paul Smith'S College Of Arts And Sciences](https://planprovider.pro/companies/paul-smith-s-college-of-arts-and-sciences-403b-plan) — 112 participants

- [Trinity-Pawling School](https://planprovider.pro/companies/trinity-pawling-school-403b-plan) — 112 participants

- [Community Program Centers Of Long Island INC.](https://planprovider.pro/companies/community-program-centers-of-long-island-inc-403b-plan-002) — 112 participants

- [Harlem Rbi](https://planprovider.pro/companies/harlem-rbi-403b-plan) — 112 participants

- [Doctor Richard Izquierdo Health And Science Charter School](https://planprovider.pro/companies/doctor-richard-izquierdo-health-and-science-charter-school-plan) — 110 participants

- [Green Vale School](https://planprovider.pro/companies/green-vale-school-403b-plan) — 112 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-ross-school-403b-plan-001)

© 2026 PlanProvider.Pro