# Cape Cod Academy 403(b) Plan
Source: https://planprovider.pro/companies/cape-cod-academy-403b-plan

> Cape Cod Academy's 403(b) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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