Plan Snapshot
- Plan Sponsor: Marianapolis Preparatory School, INC.
- Sponsor EIN: 061623476
- Sponsor Address: 26 CHASE ROAD, P.O. BOX 304, THOMPSON, CT, 06277
- Plan Type: 403(b)
- Total Participants: 102
- Total Assets: $10.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 102 | $10.4M | $119,861 | $259,307 |
| 2023 | 81 | $9.2M | $110,539 | $228,976 |
| 2022 | 84 | $7.9M | $134,873 | $269,829 |
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 |
|---|---|---|---|---|
| O'CONNELL, PACE & CO. P.C. | 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 | — | — | — | — | — |
| 2023 | $50 | — | — | — | — |
| 2022 | $50 | — | — | — | — |