# The Stony Brook School 403(b) Plan
Source: https://planprovider.pro/companies/the-stony-brook-school-403b-plan

> The Stony Brook School's 403(b) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NFP RETIREMENT INC.|ADVISOR|$41,981|—|$41,981|

| TIAA|RECORDKEEPER|$5,892|—|$5,892|

| CAPIN CROUSE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,873

- **Estimated Expense Ratio:** 0.184% 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|$51,373|—|$48,871|—|—|

| 2023|$19,629|—|$19,301|—|—|

| 2022|$75|—|$75|—|—|

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