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)
- 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. |
|---|---|---|---|---|
| 2025 | 194 | $56.2M | $0 | $0 |
| 2024 | 183 | $52.4M | $0 | $0 |
| 2023 | 193 | $48.6M | $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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | Auditor | $16,380 | — | $16,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,380
- Estimated Expense Ratio: 0.029% 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 |
|---|---|---|---|---|---|
| 2025 | $27,000 | $8,000 | $2,620 | $16,380 | — |
| 2024 | $32,260 | $8,000 | — | $15,750 | — |
| 2023 | $24,869 | $7,527 | — | — | $17,000 |