# Town School For Boys 403(b) Plan
Source: https://planprovider.pro/companies/town-school-for-boys-403b-plan

> Town School For Boys's 403(b) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Town School For Boys

- **Sponsor EIN:** 941170412

- **Sponsor Address:** 2750 JACKSON ST, SAN FRANCISCO, CA, 941151144

- **Plan Type:** 403(b)

- **Total Participants:** 134

- **Total Assets:** $43.0M

## 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.|

| 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## 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|$39,304|—|$39,304|—|—|

| 2023|$31,258|—|$31,258|—|—|

| 2022|$33,095|—|$33,095|—|—|

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