# Eagle Hill School 403(b) Plan
Source: https://planprovider.pro/companies/eagle-hill-school-403b-plan

> Eagle Hill School's 403(b) plan: 116 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Eagle Hill School

- **Sponsor EIN:** 061072231

- **Sponsor Address:** 45 GLENVILLE ROAD, GREENWICH, CT, 068315331

- **Plan Type:** 403(b)

- **Total Participants:** 116

- **Total Assets:** $32.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|116|$32.5M|$0|$0|

| 2024|119|$29.7M|$0|$0|

| 2023|118|$25.0M|$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|

| BERNARD ROBINSON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERNARD ROBINSON & COMPANY](https://planprovider.pro/provider/bernard-robinson-and-company) — Auditor

## 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|

| 2025|$40,630|—|$40,630|—|—|

| 2024|$37,268|—|$37,268|—|—|

| 2023|$34,294|—|$34,294|—|—|

## Similar Plans

- [Foote School Dc Retirement Plan](https://planprovider.pro/companies/foote-school-dc-retirement-plan-403b-plan) — 120 participants

- [Indian Mountain School](https://planprovider.pro/companies/indian-mountain-school-403b-plan) — 122 participants

- [Watkinson School](https://planprovider.pro/companies/watkinson-school-403b-plan) — 109 participants

- [Ethel Walker School](https://planprovider.pro/companies/ethel-walker-school-403b-plan) — 108 participants

- [The Forman School, INC.](https://planprovider.pro/companies/forman-school-inc-403b-plan) — 105 participants

- [Marianapolis Preparatory School, INC.](https://planprovider.pro/companies/marianapolis-preparatory-school-inc-403b-plan) — 102 participants

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

© 2026 PlanProvider.Pro