# Cardigan Mountain School 401(k) Plan
Source: https://planprovider.pro/companies/cardigan-mountain-school-401k-plan

> Cardigan Mountain School's 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardigan Mountain School

- **Sponsor EIN:** 020223580

- **Sponsor Address:** 62 ALUMNI DRIVE, CAANAN, NH, 03741

- **Plan Type:** 401(k)

- **Total Participants:** 124

- **Total Assets:** $27.1M

## 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|124|$27.1M|$653,829|$532,269|

| 2023|134|$25.0M|$624,101|$483,194|

| 2022|120|$21.9M|$604,860|$509,470|

## 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|

| RICHARDS INC. D/B/A THE RICHARDS GR|Other Service Provider|$39,619|—|$39,619|

| TIAA-TEACHERS INSURANCE AND ANNUITY|Other Service Provider|$17,412|—|$17,412|

| WHITNEY PENSION ASSOCIATES, INC.|Other Service Provider|$16,120|—|$16,120|

| TSS FINANCIAL PARTNERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RICHARDS INC. D/B/A THE RICHARDS GR](https://planprovider.pro/provider/trg-investment-advisors-llc) — Other Service Provider

- [TIAA-TEACHERS INSURANCE AND ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,151

- **Estimated Expense Ratio:** 0.270% 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|$82,691|—|$57,071|—|—|

| 2023|$45,887|—|$45,887|—|—|

| 2022|$48,971|—|$48,971|—|—|

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