Plan Snapshot
- Plan Sponsor: Cape Cod Academy
- Sponsor EIN: 042592472
- Sponsor Address: 50 OSTERVILLE-W BARNSTABLE RD, OSTERVILLE, MA, 02655
- Plan Type: 403(b)
- Total Participants: 47
- Total Assets: $13.8M
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 | 47 | $13.8M | $112,148 | $323,267 |
| 2023 | 70 | $12.8M | $110,174 | $311,239 |
| 2022 | 57 | $11.0M | $87,955 | $193,737 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $27,976 | — | $27,976 | — | — |
| 2023 | $19,630 | — | $19,630 | — | — |
| 2022 | $24,225 | — | $24,225 | — | — |