# Brimmer And May School 403(b) Plan
Source: https://planprovider.pro/companies/brimmer-and-may-school-403b-plan

> Brimmer And May School's 403(b) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [FIRST NATIONAL CORPORATION](https://planprovider.pro/provider/first-national-corporation) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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