# The Steward School Corporation 403(b) Plan
Source: https://planprovider.pro/companies/the-steward-school-corporation-540914765-001

> The Steward School Corporation's 403(b) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Steward School Corporation

- **Sponsor EIN:** 540914765

- **Sponsor Address:** 11600 GAYTON ROAD, RICHMOND, VA, 23238

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

- **Plan Number:** 001

- **Total Participants:** 137

- **Total Assets:** $21.4M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|137|$21.4M|$505,027|$716,720|

| 2023|141|$19.3M|$514,069|$675,513|

| 2022|285|$17.0M|$457,895|$659,274|

## 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|$30,997|—|$30,997|

| ONEDIGITAL INVESTMENT ADVISORS|Investment Advisor|$29,478|—|$29,478|

### 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

- [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:** $60,475

- **Estimated Expense Ratio:** 0.282% 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|$60,250|—|$60,250|—|—|

| 2023|$51,644|—|$51,644|—|—|

| 2022|$46,120|—|$46,120|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-steward-school-corporation-540914765-001)

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