Plan Snapshot
- Plan Sponsor: Center For Responsive Schools, INC.
- Sponsor EIN: 042733471
- Sponsor Address: 85 AVENUE A, TURNERS FALLS, MA, 013760718
- Plan Type: 403(b)
- Total Participants: 72
- Total Assets: $7.4M
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 | 72 | $7.4M | $191,233 | $295,420 |
| 2023 | 66 | $6.5M | $143,524 | $231,113 |
| 2022 | 66 | $5.7M | $132,015 | $227,501 |
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 |
|---|---|---|---|---|
| M.P.P.C. | 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 | $19,812 | — | — | — | — |
| 2023 | $16,354 | — | — | — | — |
| 2022 | $21,662 | — | — | — | — |