Plan Snapshot
- Plan Sponsor: The Town School
- Sponsor EIN: 131393610
- Sponsor Address: 540 EAST 76TH STREET, NEW YORK, NY, 100213105
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $52.1M
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 | 126 | $52.1M | $0 | $0 |
| 2023 | 115 | $45.3M | $0 | $0 |
| 2021 | 249 | $47.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $42,841 | — | $42,841 | — | — |
| 2023 | $41,054 | — | $41,054 | — | — |
| 2021 | $29,649 | — | $29,649 | — | — |