# Avon Old Farms School , INC. 403(b) Plan
Source: https://planprovider.pro/companies/avon-old-farms-school-inc-060655480-001

> Avon Old Farms School , INC.'s 403(b) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avon Old Farms School , INC.

- **Sponsor EIN:** 060655480

- **Sponsor Address:** 500 OLD FARMS ROAD, AVON, CT, 06001

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

- **Plan Number:** 001

- **Total Participants:** 194

- **Total Assets:** $56.2M

## 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|194|$56.2M|$1.5M|$777,151|

| 2023|183|$52.4M|$1.4M|$736,756|

| 2022|193|$48.6M|$1.4M|$755,659|

## 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|

| COHNREZNICK, LLP|Other Service Provider|$16,380|—|$16,380|

| LPL FINANCIAL|Other Service Provider|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,380

- **Estimated Expense Ratio:** 0.043% 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|$27,000|$8,000|$2,620|$16,380|—|

| 2023|$32,260|$8,000|—|$15,750|—|

| 2022|$24,869|$7,527|—|—|$17,000|

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