# Allen Chase Foundation Dba Eaglebrook School 403(b) Plan
Source: https://planprovider.pro/companies/allen-chase-foundation-dba-eaglebrook-school-403b-plan

> Allen Chase Foundation Dba Eaglebrook School's 403(b) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen Chase Foundation Dba Eaglebrook School

- **Sponsor EIN:** 042108341

- **Sponsor Address:** 271 PINE NOOK RD, DEERFIELD, MA, 013429746

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

- **Total Participants:** 172

- **Total Assets:** $44.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|172|$44.0M|$0|$0|

| 2023|158|$39.0M|$0|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|$225|—|$225|—|—|

| 2023|$175|—|$175|—|—|

## Similar Plans

- [Cushing Academy](https://planprovider.pro/companies/cushing-academy-403b-plan) — 172 participants

- [Eagle Hill Foundation Of Massachusetts INC.](https://planprovider.pro/companies/eagle-hill-foundation-of-massachusetts-inc-403b-plan) — 172 participants

- [Massachusetts Teachers Association](https://planprovider.pro/companies/massachusetts-teachers-association-plan-002) — 172 participants

- [Lincoln Institute Of Land Policy](https://planprovider.pro/companies/lincoln-institute-of-land-policy-403b-plan) — 171 participants

- [Brooks School](https://planprovider.pro/companies/brooks-school-403b-plan) — 171 participants

- [Schools For Children, INC.](https://planprovider.pro/companies/schools-for-children-inc-403b-plan) — 170 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allen-chase-foundation-dba-eaglebrook-school-403b-plan)

© 2026 PlanProvider.Pro