The Head-Royce School 403(B) Plan — Form 5500 plan (The Head-Royce School)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Head-Royce School 403(B) Plan is a benefit plan reported by The Head-Royce School under EIN 94-1518656 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $79,632,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Head-Royce School
- EIN
- 94-1518656
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $79,632,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20240920160046NAL0004583107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,632,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,632,610
- Net assets (BOY)
- $68,433,157
Income & contributions
- Employer contributions
- $1,274,143
- Participant contributions
- $1,568,763
- Total contributions
- $2,976,205
- Total income / additions
- $14,578,977
Expenses & distributions
- Benefits paid
- $3,313,412
- Administrative expenses
- $66,112
- Total expenses
- $3,379,524
- Net increase / (decrease)
- $11,199,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Hood & Strong Llp | NONE | $17,250 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $13,863 | $0 | 2023 |