Plan Snapshot
- Plan Sponsor: Brewster Academy
- Sponsor EIN: 020223317
- Sponsor Address: 80 ACADEMY DR., WOLFEBORO, NH, 03894
- Plan Type: 403(b)
- Total Participants: 154
- Total Assets: $32.1M
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 | 154 | $32.1M | $607,638 | $806,257 |
| 2023 | 165 | $30.2M | $587,489 | $751,554 |
| 2022 | 157 | $26.5M | $546,020 | $744,477 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, 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 | $43,785 | $8,963 | $508 | — | — |
| 2023 | $37,275 | $9,795 | — | — | — |
| 2022 | $44,799 | $23,000 | — | — | — |