Plan Snapshot
- Plan Sponsor: Dedham Country Day School
- Sponsor EIN: 042106704
- Sponsor Address: 90 SANDY VALLEY RD, DEDHAM, MA, 020265822
- Plan Type: 403(b)
- Total Participants: 79
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 79 | $26.7M | $423,304 | $596,837 |
| 2023 | 80 | $24.2M | $423,455 | $627,035 |
| 2022 | 81 | $21.1M | $415,427 | $605,047 |
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 | Other Service Provider | $13,719 | — | $13,719 |
| LION STREET ADVISORS | Other Service Provider | $12,000 | — | $12,000 |
| FLEXPATH STRATEGIES | Other Service Provider | $9,642 | — | $9,642 |
| CLIFTONLARSONALLEN, LLP | Other Service Provider | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Other Service Provider
- LION STREET ADVISORS — Other Service Provider
- CLIFTONLARSONALLEN, LLP — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,361
- Estimated Expense Ratio: 0.132% 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 |
|---|---|---|---|---|---|
| 2024 | $35,647 | — | $25,719 | $286 | — |
| 2023 | $37,424 | — | $28,957 | $267 | — |
| 2022 | $27,024 | $7,719 | $18,383 | — | — |