Plan Snapshot
- Plan Sponsor: The Winston Preparatory School
- Sponsor EIN: 133085860
- Sponsor Address: 126 WEST 17TH STREET, NEW YORK, NY, 10011
- Plan Type: 403(b)
- Total Participants: 203
- Total Assets: $38.8M
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 | 203 | $38.8M | $1.2M | $1.5M |
| 2023 | 195 | $33.5M | $1.1M | $1.3M |
| 2022 | 190 | $28.0M | $1.1M | $1.3M |
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 | $29,870 | — | $29,870 |
| BEDERSON LLP | AUDITOR | $14,833 | — | $14,833 |
| BAKER TILLY US, LLP | AUDITOR | $11,616 | — | $11,616 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- BEDERSON LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,319
- Estimated Expense Ratio: 0.145% 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 | $58,750 | $670 | $58,080 | — | — |
| 2023 | $53,450 | — | $53,079 | — | — |
| 2022 | $36,412 | $186 | $36,226 | — | — |