# Beaver Country Day School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/beaver-country-day-school-inc-042103869-001

> Beaver Country Day School, INC.'s 403(b) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beaver Country Day School, INC.

- **Sponsor EIN:** 042103869

- **Sponsor Address:** 791 HAMMOND STREET, CHESTNUT HILL, MA, 024672317

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

- **Plan Number:** 001

- **Total Participants:** 140

- **Total Assets:** $51.5M

## 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|140|$51.5M|$1.0M|$1.4M|

| 2023|139|$45.5M|$998,361|$1.3M|

| 2022|132|$40.2M|$889,869|$1.2M|

## 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|

| TIAA - TEACHERS INSURANCE AND ANNUI|Custodian / Trustee|$24,864|—|$24,864|

| AAFCPAS, INC.|Auditor|$21,257|—|$21,257|

| PLANPILOT, LLC|Investment Advisor|$5,100|—|$5,100|

### Verified Provider Profiles

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

- [TIAA - TEACHERS INSURANCE AND ANNUI](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,221

- **Estimated Expense Ratio:** 0.099% 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|$53,729|$5,100|$27,372|$21,257|—|

| 2023|$47,407|—|$47,407|—|—|

| 2022|$20,198|—|$20,198|—|—|

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