# Hillside School, INC 403(b) Plan
Source: https://planprovider.pro/companies/hillside-school-inc-042111216-001

> Hillside School, INC's 403(b) plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hillside School, INC

- **Sponsor EIN:** 042111216

- **Sponsor Address:** 404 ROBIN HILL ROAD, MARLBOROUGH, MA, 01752

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

- **Plan Number:** 001

- **Total Participants:** 48

- **Total Assets:** $8.6M

## 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:** No

## Plan Financials by Year

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

| 2024|48|$8.6M|$123,304|$239,986|

| 2023|43|$7.5M|$110,127|$212,222|

| 2022|41|$6.8M|$109,520|$202,208|

## 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|

| WITHUM, SMITH, + BROWN, P.C.|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|$75|—|$75|—|—|

| 2023|$75|—|—|—|—|

| 2022|$50|—|—|—|—|

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