Plan Snapshot
- Plan Sponsor: Miss Porters School, INC.
- Sponsor EIN: 060646786
- Sponsor Address: 60 MAIN STREET, FARMINGTON, CT, 06032
- Plan Type: 403(b)
- Plan Number: 007
- Total Participants: 530
- Total Assets: $64.2M
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 | 530 | $64.2M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Other Service Provider | $36,227 | — | $36,227 |
| TIAA-TEACHERS INS AND ANNUITY ASSOC | Recordkeeper | $26,764 | — | $26,764 |
| CLIFTON LARSON ALLEN LLP | Other Service Provider | $13,650 | — | $13,650 |
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | $6,550 | — | $6,550 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,191
- Estimated Expense Ratio: 0.130% 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 | $4,519,944 | — | $83,116 | — | — |
| 2024 | $56,095 | — | $56,095 | — | — |
| 2023 | $41,095 | — | $41,095 | — | — |
| 2022 | $47,733 | — | $47,733 | — | — |