Plan Snapshot
- Plan Sponsor: Brimmer And May School
- Sponsor EIN: 042103935
- Sponsor Address: 69 MIDDLESEX ROAD, CHESTNUT HILL, MA, 024671835
- Plan Type: 403(b)
- Total Participants: 107
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $25.6M | $480,839 | $883,579 |
| 2023 | 99 | $21.9M | $455,146 | $804,146 |
| 2022 | 95 | $18.8M | $417,560 | $735,997 |
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 | NONE | $29,667 | — | $29,667 |
| FIRST NATIONAL CORPORATION | NONE | $26,765 | — | $26,765 |
| CARON & BLETZER, PLLC | NONE | $6,150 | — | $6,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- FIRST NATIONAL CORPORATION — NONE
- CARON & BLETZER, PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,582
- Estimated Expense Ratio: 0.245% 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 | $62,432 | — | $62,432 | — | — |
| 2023 | $43,869 | — | $43,869 | — | — |
| 2022 | $41,991 | — | $41,991 | — | — |