Plan Snapshot
- Plan Sponsor: West Side Montessori School
- Sponsor EIN: 131992185
- Sponsor Address: 309 W 92ND STREET, NEW YORK, NY, 100257213
- Plan Type: 403(b)
- Total Participants: 86
- Total Assets: $10.8M
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. |
|---|---|---|---|---|
| 2024 | 86 | $10.8M | $575,439 | $380,749 |
| 2023 | 79 | $9.0M | $505,798 | $338,423 |
| 2022 | 76 | $7.2M | $465,601 | $296,293 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
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 | $690 | — | $690 | — | — |
| 2023 | $630 | — | $630 | — | — |
| 2022 | $650 | — | $650 | — | — |