Plan Snapshot
- Plan Sponsor: Clarke School For The Deaf
- Sponsor EIN: 042104008
- Sponsor Address: 45 ROUND HILL ROAD, NORTHAMPTON, MA, 010602123
- Plan Type: 403(b)
- Total Participants: 133
- Total Assets: $27.5M
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 | 133 | $27.5M | $205,608 | $406,685 |
| 2023 | 139 | $27.1M | $246,653 | $454,927 |
| 2022 | 139 | $24.7M | $262,946 | $472,839 |
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 |
|---|---|---|---|---|
| MEYERS, BROTHERS KALICKA, PC | 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 | $8,558 | — | — | — | — |
| 2023 | $7,172 | — | — | — | — |
| 2022 | $5,739 | — | — | — | $5,739 |