Plan Snapshot
- Plan Sponsor: Meadowbrook School
- Sponsor EIN: 042104720
- Sponsor Address: 10 FARM RD, WESTON, DC, 024932479
- Plan Type: 403(b)
- Plan Number: 111
- Total Participants: 217
- Total Assets: $35.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 217 | $35.0M | $0 | $0 |
| 2024 | 94 | $27.6M | $619,948 | $921,906 |
| 2023 | 86 | $23.4M | $597,221 | $843,724 |
| 2022 | 89 | $19.6M | $557,068 | $729,197 |
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, LLC | Auditor | $10,189 | — | $10,189 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,189
- Estimated Expense Ratio: 0.029% 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 | $925,553 | — | $10,189 | — | — |
| 2024 | $5,250 | — | $5,250 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |