Plan Snapshot
- Plan Sponsor: Montserrat College Of Art
- Sponsor EIN: 521859814
- Sponsor Address: 23 ESSEX STREET, BEVERLY, MA, 01915
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 75 | $9.0M | $58,773 | $310,775 |
| 2023 | 75 | $8.1M | $53,255 | $329,560 |
| 2022 | 71 | $6.8M | $47,184 | $320,346 |
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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN PC — 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 |
|---|---|---|---|---|---|
| 2025 | $50 | — | — | — | — |
| 2024 | $24,503 | — | $24,503 | — | — |
| 2023 | $19,254 | — | $19,254 | — | — |
| 2022 | $15,987 | — | — | — | — |