Plan Snapshot
- Plan Sponsor: Town School For Boys
- Sponsor EIN: 941170412
- Sponsor Address: 2750 JACKSON ST, SAN FRANCISCO, CA, 941151144
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 279
- Total Assets: $48.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 279 | $48.8M | $0 | $0 |
| 2024 | 134 | $43.0M | $1.1M | $1.1M |
| 2023 | 120 | $38.6M | $997,430 | $1.1M |
| 2022 | 126 | $32.7M | $817,330 | $848,389 |
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 |
|---|---|---|---|---|
| TRUCKER HUSS, A PROFESSIONAL CORP | Investment Advisor | $22,626 | — | $22,626 |
| TIAA | Recordkeeper | $21,856 | — | $21,856 |
| PENSION ASSURANCE LLP | Auditor | $11,250 | — | $11,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,732
- Estimated Expense Ratio: 0.114% 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 |
|---|---|---|---|---|---|
| 2025 | $3,298,323 | — | $62,795 | — | — |
| 2024 | $39,304 | — | $39,304 | — | — |
| 2023 | $31,258 | — | $31,258 | — | — |
| 2022 | $33,095 | — | $33,095 | — | — |