# York Preparatory Academy, INC. 403(b) Plan
Source: https://planprovider.pro/companies/york-preparatory-academy-inc-364641998-001

> York Preparatory Academy, INC.'s 403(b) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** York Preparatory Academy, INC.

- **Sponsor EIN:** 364641998

- **Sponsor Address:** 1047 GOLDEN GATE COURT, ROCK HILL, SC, 29732

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

- **Plan Number:** 001

- **Total Participants:** 246

- **Total Assets:** $7.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|246|$7.7M|$560,901|$714,081|

| 2023|255|$6.1M|$776,717|$591,332|

| 2022|237|$4.6M|$775,810|$484,234|

## 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|

| ASCENSUS LLC|Other Service Provider|$22,749|—|$22,749|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,749

- **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|$22,749|—|$22,749|—|—|

| 2023|$25,881|—|$25,881|—|—|

| 2022|$22,438|—|$22,438|—|—|

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