# Chapel Hill - Chauncy Hall School 403(b) Plan
Source: https://planprovider.pro/companies/chapel-hill-chauncy-hall-school-042534161-321

> Chapel Hill - Chauncy Hall School's 403(b) plan: 203 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Chapel Hill - Chauncy Hall School

- **Sponsor EIN:** 042534161

- **Sponsor Address:** 785 BEAVER STREET, WALTHAM, MA, 02452

- **Plan Type:** 403(b)

- **Plan Number:** 321

- **Total Participants:** 203

- **Total Assets:** $16.3M

## 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.|

| 2025|203|$16.3M|$0|$0|

| 2024|82|$15.5M|$329,599|$536,800|

| 2023|80|$15.3M|$310,356|$504,718|

| 2022|78|$12.8M|$285,847|$472,821|

## 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|

| TIAA|Recordkeeper|$16,393|—|$16,393|

| ROCKLAND TRUST CO|Investment Advisor|$7,527|—|$7,527|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,920

- **Estimated Expense Ratio:** 0.147% 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|

| 2025|$2,203,514|—|$23,770|—|—|

| 2024|$21,197|—|$21,197|—|—|

| 2023|$18,418|—|$18,418|—|—|

| 2022|$18,367|$8,981|$9,386|—|—|

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