Plan Snapshot
- Plan Sponsor: Coe-Brown Northwood Academy
- Sponsor EIN: 020241746
- Sponsor Address: 907 FIRST NEW HAMPSHIRE TURNPIKE, NORTHWOOD, NH, 03261
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 131
- Total Assets: $24.9M
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 | 131 | $24.9M | $558,410 | $676,949 |
| 2023 | 131 | $22.7M | $524,526 | $633,499 |
| 2022 | 0 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO. | 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 | $600 | — | $600 | — | — |
| 2023 | $1,404 | — | $1,404 | — | — |
| 2022 | — | — | — | — | — |