Plan Snapshot
- Plan Sponsor: Miss Porters School, INC.
- Sponsor EIN: 060646786
- Sponsor Address: 60 MAIN STREET, FARMINGTON, CT, 06032
- Plan Type: 403(b)
- Total Participants: 205
- Total Assets: $57.8M
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 | 205 | $57.8M | $1.0M | $1.0M |
| 2023 | 198 | $53.8M | $970,881 | $994,558 |
| 2022 | 181 | $46.0M | $924,517 | $905,547 |
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 | — | — | $0 |
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: $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 | $56,095 | — | $56,095 | — | — |
| 2023 | $41,095 | — | $41,095 | — | — |
| 2022 | $47,733 | — | $47,733 | — | — |