# Brooks School 403(b) Plan
Source: https://planprovider.pro/companies/brooks-school-403b-plan

> Brooks School's 403(b) plan: 171 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Brooks School

- **Sponsor EIN:** 042130844

- **Sponsor Address:** 1160 GREAT POND ROAD, NORTH ANDOVER, MA, 01845

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

- **Total Participants:** 171

- **Total Assets:** $66.7M

## 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.|

| 2025|171|$66.7M|$0|$0|

| 2024|167|$61.1M|$0|$0|

| 2023|252|$55.0M|$0|$0|

## 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|

| CBIZ CPAS P.C.|Auditor|$18,900|—|$18,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,900

- **Estimated Expense Ratio:** 0.028% 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|

| 2025|$125,440|$31,250|—|$18,900|—|

| 2024|$102,502|$25,000|—|$15,000|—|

| 2023|$55,323|$41,120|—|—|—|

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