Plan Snapshot
- Plan Sponsor: Brookwood School
- Sponsor EIN: 042227413
- Sponsor Address: ONE BROOKWOOD ROAD, MANCHESTER, MA, 01944
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $31.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $31.1M | $195,179 | $692,761 |
| 2023 | 81 | $29.5M | $163,700 | $585,377 |
| 2022 | 79 | $27.2M | $161,472 | $574,717 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $125 | — | $125 | — | — |
| 2023 | $100 | — | — | — | — |
| 2022 | $50 | $50 | — | — | — |