Plan Snapshot
- Plan Sponsor: Whitfield School
- Sponsor EIN: 430911366
- Sponsor Address: 175 SOUTH MASON ROAD, ST. LOUIS, MO, 63141
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 83
- Total Assets: $18.4M
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 | 83 | $18.4M | $269,267 | $632,065 |
| 2023 | 76 | $19.9M | $256,218 | $683,835 |
| 2022 | 79 | $18.1M | $256,993 | $683,367 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $41,139 | — | $41,139 |
| MONETA GROUP LLC | Other Service Provider | $29,738 | — | $29,738 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $7,356 | $7,356 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,233
- Estimated Expense Ratio: 0.424% 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 | $70,877 | $29,738 | — | — | — |
| 2023 | $68,388 | $27,033 | — | — | — |
| 2022 | $62,769 | $27,996 | — | — | — |