Plan Snapshot
- Plan Sponsor: Foxcroft Academy
- Sponsor EIN: 010246278
- Sponsor Address: 975 WEST MAIN STREET, DOVER-FOXCROFT, ME, 04426
- Plan Type: 403(b)
- Total Participants: 74
- Total Assets: $5.1M
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 | 74 | $5.1M | $139,183 | $211,698 |
| 2023 | 83 | $4.8M | $90,595 | $164,207 |
| 2022 | 80 | $4.0M | $66,460 | $150,388 |
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 |
|---|---|---|---|---|
| TSS FINANCIAL PARTNERS, LLP | 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 | $13,247 | — | $13,247 | — | — |
| 2023 | $10,551 | — | $10,551 | — | — |
| 2022 | $9,849 | — | $9,849 | — | — |