# Alcott School 403(b) Plan
Source: https://planprovider.pro/companies/alcott-school-403b-plan

> Alcott School's 403(b) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$87,651|—|$87,651|

| HPM MANAGEMENT SERVICES|SERVICE PROVIER|$33,537|—|$33,537|

| CRAIG FITZSIMMONS & MEYER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $121,188

- **Estimated Expense Ratio:** 1.389% 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|$121,188|$33,537|$87,651|—|—|

| 2023|$103,417|$28,729|$74,688|—|—|

| 2022|$103,030|$30,306|$72,724|—|—|

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