Plan Snapshot
- Plan Sponsor: Kingsley Montessori School
- Sponsor EIN: 042104370
- Sponsor Address: 30 FAIRFIELD STREET, BOSTON, MA, 021162507
- Plan Type: 403(b)
- Total Participants: 64
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 64 | $8.6M | $203,604 | $394,870 |
| 2023 | 64 | $7.5M | $191,041 | $368,040 |
| 2022 | 95 | $6.1M | $187,132 | $371,730 |
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 |
|---|---|---|---|---|
| TONNESON & COMPANY, PC | 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 | $15,152 | — | $15,152 | — | — |
| 2023 | $10,820 | — | $10,820 | — | — |
| 2022 | $7,149 | — | $7,149 | — | — |