The Hill School Defined Contribution Retirement Plan — Form 5500 plan (The Hill 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 Hill School Defined Contribution Retirement Plan is a benefit plan reported by The Hill School under EIN 23-1352647 and plan number 004. The latest loaded filing year is 2023. The filing reports 540 participants and $63,768,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hill School
- EIN
- 23-1352647
- Plan number
- 004
- Plan type
- 2
- Location
- Pottstown, PA
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $63,768,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20241010142416NAL0021232545002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,768,544
- Net assets (EOY)
- $63,768,544
- Net assets (BOY)
- $55,623,275
Income & contributions
- Employer contributions
- $1,594,172
- Participant contributions
- $1,190,603
- Total contributions
- $2,810,518
- Total income / additions
- $10,964,985
Expenses & distributions
- Benefits paid
- $2,716,232
- Administrative expenses
- $103,484
- Total expenses
- $2,819,716
- Net increase / (decrease)
- $8,145,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | CONTRACT ADMINISTRATOR | $58,331 | $0 | 2023 |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR | $26,250 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, Inc. | INVESTMENT ADVISOR | $13,691 | not reported in the loaded dataset | 2023 |