Plan Snapshot
- Plan Sponsor: The Stony Brook School
- Sponsor EIN: 116112414
- Sponsor Address: 1 CHAPMAN PARKWAY, STONY BROOK, NY, 117901704
- Plan Type: 403(b)
- Total Participants: 176
- Total Assets: $26.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 176 | $26.0M | $505,513 | $654,996 |
| 2023 | 172 | $23.6M | $457,937 | $594,333 |
| 2022 | 162 | $21.2M | $439,626 | $586,597 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLP | Auditor | — | — | $0 |
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 | $51,373 | — | $48,871 | — | — |
| 2023 | $19,629 | — | $19,301 | — | — |
| 2022 | $75 | — | $75 | — | — |