# Groton School 403(b) Plan
Source: https://planprovider.pro/companies/groton-school-403b-plan

> Groton School's 403(b) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Groton School

- **Sponsor EIN:** 042104265

- **Sponsor Address:** 282 FARMERS ROW, GROTON, MA, 01450

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

- **Total Participants:** 240

- **Total Assets:** $87.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|240|$87.1M|$1.2M|$1.4M|

| 2023|195|$80.3M|$1.1M|$1.4M|

| 2022|368|$71.8M|$1.1M|$1.5M|

## 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|NONE|$59,754|—|$59,754|

| FIDUCIENT ADVISORS, LLC|NONE|$30,705|—|$30,705|

| CARON & BLETZER, PLLC|NONE|$14,000|—|$14,000|

### 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) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $104,459

- **Estimated Expense Ratio:** 0.120% 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|$104,459|$30,705|—|$14,000|—|

| 2023|$66,629|$16,250|—|$500|—|

| 2022|$37,153|—|—|—|—|

## Similar Plans

- [American International College](https://planprovider.pro/companies/american-international-college-403b-plan) — 240 participants

- [Citizen Schools, INC.](https://planprovider.pro/companies/citizen-schools-inc-403b-plan) — 242 participants

- [The Carroll School](https://planprovider.pro/companies/the-carroll-school-403b-plan) — 225 participants

- [New England Tractor Trailer Training Of Massachusetts, INC.](https://planprovider.pro/companies/new-england-tractor-trailer-training-of-massachusetts-inc-401k-plan) — 257 participants

- [Trustees Of Hampshire College](https://planprovider.pro/companies/trustees-of-hampshire-college-403b-plan) — 258 participants

- [Tabor Academy](https://planprovider.pro/companies/tabor-academy-403b-plan) — 218 participants

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

© 2026 PlanProvider.Pro