# Indian Mountain School 403(b) Plan
Source: https://planprovider.pro/companies/indian-mountain-school-060646681-001

> Indian Mountain School's 403(b) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indian Mountain School

- **Sponsor EIN:** 060646681

- **Sponsor Address:** 211 INDIAN MOUNTAIN ROAD, LAKEVILLE, CT, 06039

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

- **Plan Number:** 001

- **Total Participants:** 122

- **Total Assets:** $15.1M

## 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|122|$15.1M|$262,144|$437,107|

| 2023|122|$10.2M|$253,527|$412,037|

| 2022|103|$8.2M|$228,932|$349,745|

## 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|

| USI CONSULTING GROUP|Other Service Provider|$19,421|—|$19,421|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,421

- **Estimated Expense Ratio:** 0.129% 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|$19,421|—|—|—|—|

| 2023|$16,607|—|—|—|—|

| 2022|$651|—|—|—|$651|

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