# Dedham Country Day School 403(b) Plan
Source: https://planprovider.pro/companies/dedham-country-day-school-403b-plan

> Dedham Country Day School's 403(b) plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [LION STREET ADVISORS](https://planprovider.pro/provider/lion-street) — Other Service Provider

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/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|—|—|

## Similar Plans

- [Marine Biological Laboratory](https://planprovider.pro/companies/marine-biological-laboratory-403b-plan) — 311 participants

- [Whitehead Institute For Biomedical Research](https://planprovider.pro/companies/whitehead-institute-for-biomedical-research-plan-002) — 316 participants

- [Lasell University](https://planprovider.pro/companies/lasell-university-403b-plan) — 324 participants

- [Whitehead Institute For Biomedical Research](https://planprovider.pro/companies/whitehead-institute-for-biomedical-research-plan-001) — 334 participants

- [School Of Rock, LLC](https://planprovider.pro/companies/school-of-rock-llc-401k-plan) — 335 participants

- [Gordon College](https://planprovider.pro/companies/gordon-college-403b-plan) — 344 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dedham-country-day-school-403b-plan)

© 2026 PlanProvider.Pro