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: 92
- Total Assets: $7.3M
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 | 92 | $7.3M | $0 | $261,856 |
| 2023 | 101 | $6.5M | $0 | $223,009 |
| 2022 | 45 | $5.9M | $0 | $182,451 |
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 | $5,486 | — | $5,486 |
| CAPIN CROUSE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,486
- Estimated Expense Ratio: 0.076% 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 | $5,873 | — | $5,873 | — | — |
| 2023 | $83 | — | $83 | — | — |
| 2022 | $50 | — | — | — | — |