Plan Snapshot
- Plan Sponsor: Little People'S School, INC.
- Sponsor EIN: 237068067
- Sponsor Address: 1507 WASHINGTON STREET, WEST NEWTON, MA, 024652219
- Plan Type: 403(b)
- Total Participants: 100
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 100 | $5.2M | $163,456 | $354,491 |
| 2023 | 93 | $4.8M | $150,231 | $343,103 |
| 2022 | 100 | $3.7M | $152,320 | $316,065 |
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 | $38,561 | $20,059 | $18,502 | — | — |
| 2023 | $34,110 | $16,566 | $17,544 | — | — |
| 2022 | $31,488 | $14,813 | $16,675 | — | — |