Plan Snapshot
- Plan Sponsor: Chapel Hill - Chauncy Hall School
- Sponsor EIN: 042534161
- Sponsor Address: 785 BEAVER STREET, WALTHAM, MA, 02452
- Plan Type: 403(b)
- 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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $23,770 | — | $23,770 | — | — |
| 2024 | $21,197 | — | $21,197 | — | — |
| 2023 | $18,418 | — | $18,418 | — | — |
| 2022 | $18,367 | $8,981 | $9,386 | — | — |