# Trustees Of Phillips Academy 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-phillips-academy-403b-plan

> Trustees Of Phillips Academy's 403(b) plan: 763 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Phillips Academy

- **Sponsor EIN:** 042103579

- **Sponsor Address:** 180 MAIN STREET, ANDOVER, MA, 018104161

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

- **Total Participants:** 763

- **Total Assets:** $349.0M

## 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|763|$349.0M|$4.9M|$5.6M|

| 2023|756|$322.5M|$4.7M|$5.6M|

| 2022|723|$280.8M|$4.5M|$5.1M|

## 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|NONE|$124,481|—|$124,481|

| FIDUCIENT ADVISORS, LLC|NONE|$49,866|—|$49,866|

| CBIZ CPAS P.C.|NONE|$21,525|—|$21,525|

| NFP RETIREMENT INC.|NONE|$6,875|—|$6,875|

### 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) — NONE

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $202,747

- **Estimated Expense Ratio:** 0.058% 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|$203,947|$56,741|$1,344|$21,525|—|

| 2023|$162,543|$40,600|$1,116|$20,710|—|

| 2022|$120,995|$8,200|—|—|$19,100|

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