# Winchester Thurston School 403(b) Plan
Source: https://planprovider.pro/companies/winchester-thurston-school-403b-plan-010

> Winchester Thurston School's 403(b) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Winchester Thurston School

- **Sponsor EIN:** 251030691

- **Sponsor Address:** 555 MOREWOOD AVENUE, PITTSBURGH, PA, 152132899

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

- **Total Participants:** 163

- **Total Assets:** $29.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|163|$29.3M|$519,048|$705,835|

| 2023|149|$26.4M|$500,149|$650,756|

| 2022|147|$23.0M|$476,503|$580,532|

## 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|

| HENDERSON BROS. RET. PLAN SERV.|NONE|$54,500|—|$54,500|

| TIAA|PLAN CUSTODIAN|$31,979|—|$31,979|

| GROSSMAN YANAK & FORD LLP|Auditor|—|—|$0|

### 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) — PLAN CUSTODIAN

- [GROSSMAN YANAK & FORD LLP](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,479

- **Estimated Expense Ratio:** 0.296% 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|$85,954|—|$85,954|—|—|

| 2023|$72,814|—|$72,814|—|—|

| 2022|$71,014|—|$71,014|—|—|

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