Plan Snapshot
- Plan Sponsor: Loomis Chaffee School
- Sponsor EIN: 060653119
- Sponsor Address: 4 BATCHELDER ROAD, WINDSOR, CT, 06095
- Plan Type: 403(b)
- Total Participants: 303
- Total Assets: $126.4M
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. |
|---|---|---|---|---|
| 2025 | 303 | $126.4M | $0 | $0 |
| 2024 | 307 | $118.5M | $0 | $0 |
| 2023 | 305 | $111.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $12,951 | — | $12,951 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,951
- Estimated Expense Ratio: 0.010% 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 |
|---|---|---|---|---|---|
| 2025 | $20,251 | $6,750 | — | $12,951 | — |
| 2024 | $21,870 | $9,000 | — | $12,495 | — |
| 2023 | $9,728 | $9,000 | — | — | $478 |