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

> The Spence School's 403(b) plan: 343 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Spence School

- **Sponsor EIN:** 131635286

- **Sponsor Address:** 22 EAST 91ST STREET, NEW YORK, NY, 101280657

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

- **Total Participants:** 343

- **Total Assets:** $137.3M

## 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|343|$137.3M|$2.3M|$3.0M|

| 2023|364|$124.5M|$2.2M|$2.9M|

| 2022|335|$110.5M|$2.1M|$2.7M|

## 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|$39,776|—|$39,776|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### 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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,776

- **Estimated Expense Ratio:** 0.029% 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|$39,776|—|$39,776|—|—|

| 2023|$35,191|—|$35,191|—|—|

| 2022|$23,805|—|$23,805|—|—|

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