Plan Snapshot
- Plan Sponsor: The Williamsburg Charter High School
- Sponsor EIN: 421624009
- Sponsor Address: 198 VARET STREET, BROOKLYN, NY, 11206
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $4.7M | $98,437 | $230,304 |
| 2023 | 140 | $4.6M | $127,482 | $305,565 |
| 2022 | 130 | $3.9M | $137,471 | $360,645 |
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 |
|---|---|---|---|---|
| WESTPORT BENEFITS GROUP | NONE | $20,745 | — | $20,745 |
| SENTINEL BENEFITS & FINANCIAL GROUP | NONE | $12,581 | — | $12,581 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS & FINANCIAL GROUP — NONE
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,326
- Estimated Expense Ratio: 0.702% 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 | $33,326 | $20,745 | — | — | — |
| 2023 | $27,133 | $17,742 | — | — | — |
| 2022 | $23,846 | $16,078 | — | — | $7,768 |