Plan Snapshot
- Plan Sponsor: Dana Hall School
- Sponsor EIN: 042103562
- Sponsor Address: 45 DANA RD, WELLESLEY, MA, 02482
- Plan Type: 403(b)
- Total Participants: 209
- Total Assets: $63.1M
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 | 209 | $63.1M | $865,721 | $1.3M |
| 2023 | 200 | $57.4M | $800,818 | $1.1M |
| 2022 | 191 | $50.3M | $760,849 | $1.0M |
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 |
|---|---|---|---|---|
| TONNESON & COMPANY | 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 | $18,612 | — | $564 | — | — |
| 2023 | $2,052 | — | $1,180 | — | — |
| 2022 | $888 | — | — | — | — |