Plan Snapshot
- Plan Sponsor: Alcott School
- Sponsor EIN: 132939938
- Sponsor Address: 535 BROADWAY, DOBBS FERRY, NY, 10522
- Plan Type: 403(b)
- Total Participants: 96
- Total Assets: $8.7M
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 | 96 | $8.7M | $54,330 | $261,014 |
| 2023 | 98 | $7.8M | $58,064 | $267,901 |
| 2022 | 149 | $6.9M | $57,683 | $259,355 |
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 |
|---|---|---|---|---|
| CRAIG FITZSIMMONS & MEYER LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $121,188 | $33,537 | $87,651 | — | — |
| 2023 | $103,417 | $28,729 | $74,688 | — | — |
| 2022 | $103,030 | $30,306 | $72,724 | — | — |