# Berkshire School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/berkshire-school-inc-403b-plan

> Berkshire School, INC.'s 403(b) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berkshire School, INC.

- **Sponsor EIN:** 042121313

- **Sponsor Address:** 245 NORTH UNDERMOUNTAIN ROAD, SHEFFIELD, MA, 012579672

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

- **Total Participants:** 179

- **Total Assets:** $65.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|179|$65.9M|$1.0M|$1.3M|

| 2023|178|$61.2M|$953,598|$1.3M|

| 2022|185|$54.7M|$909,445|$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|

| FIDUCIENT ADVISORS LLC|NONE|$34,102|—|$34,102|

| TEACHERS INSURANCE ANNUITY ASSOC|CUSTODIAN|$7,003|—|$7,003|

| SEWARD AND MONDE, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEACHERS INSURANCE ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,105

- **Estimated Expense Ratio:** 0.062% 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|$41,104|—|$41,104|—|—|

| 2023|$40,854|$26,629|$225|$14,000|—|

| 2022|$55,430|$41,680|$150|—|$13,600|

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