Plan Snapshot
- Plan Sponsor: Hopkins School
- Sponsor EIN: 060646674
- Sponsor Address: 986 FOREST ROAD, NEW HAVEN, CT, 065152501
- Plan Type: 403(b)
- Total Participants: 201
- Total Assets: $90.7M
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 | 201 | $90.7M | $1.8M | $1.4M |
| 2023 | 197 | $82.7M | $1.8M | $1.4M |
| 2022 | 191 | $71.7M | $1.7M | $1.2M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | $16,350 | — | $16,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,350
- Estimated Expense Ratio: 0.018% 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 | $16,800 | — | — | $16,350 | — |
| 2023 | $19,941 | — | — | $15,600 | — |
| 2022 | $14,612 | — | $667 | — | $13,945 |