# The Winston Preparatory School 403(b) Plan
Source: https://planprovider.pro/companies/the-winston-preparatory-school-403b-plan

> The Winston Preparatory School's 403(b) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [BEDERSON LLP](https://planprovider.pro/provider/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|—|—|

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