# Whitfield School 403(b) Plan
Source: https://planprovider.pro/companies/whitfield-school-430911366-001

> Whitfield School's 403(b) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whitfield-school-430911366-001)

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