Plan Snapshot
- Plan Sponsor: The St. Paul'S Schools 403(B) Retirement Plan
- Sponsor EIN: 824860014
- Sponsor Address: THE ST. PAUL'S SCHOOLS, BROOKLANDVILLE, MD, 210228100
- Plan Type: 403(b)
- Total Participants: 418
- Total Assets: $83.7M
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 | 418 | $83.7M | $1.6M | $2.0M |
| 2023 | 413 | $79.5M | $1.5M | $2.0M |
| 2022 | 397 | $68.2M | $1.5M | $1.9M |
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 |
|---|---|---|---|---|
| WEYRICH, CRONIN & SORRA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEYRICH, CRONIN & SORRA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $151,434 | — | $146,397 | — | — |
| 2023 | $75,385 | — | $75,136 | $249 | — |
| 2022 | $62,599 | — | $62,599 | — | — |