Plan Snapshot
- Plan Sponsor: Waterford School Holding Corp
- Sponsor EIN: 274865865
- Sponsor Address: 1590 EAST 9400 SOUTH, SANDY, UT, 84093
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 213
- Total Assets: $35.4M
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 | 213 | $35.4M | $722,179 | $1.3M |
| 2023 | 195 | $31.3M | $668,899 | $1.1M |
| 2022 | 284 | $27.4M | $663,895 | $1.1M |
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 | Recordkeeper | $48,431 | — | $48,431 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $46,124 | — | $46,124 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,555
- Estimated Expense Ratio: 0.267% 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 | $94,555 | — | — | — | — |
| 2023 | $82,261 | — | — | — | — |
| 2022 | $70,026 | — | $70,026 | — | — |