Plan Snapshot
- Plan Sponsor: Nashoba Brooks School Of Concord
- Sponsor EIN: 042103947
- Sponsor Address: 200 STRAWBERRY HILL RD, CONCORD, MA, 017425404
- Plan Type: 403(b)
- Total Participants: 96
- Total Assets: $20.8M
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 | 96 | $20.8M | $306,952 | $429,000 |
| 2023 | 96 | $18.6M | $282,187 | $415,467 |
| 2022 | 89 | $15.8M | $319,139 | $451,582 |
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 |
|---|---|---|---|---|
| QRGA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- QRGA, 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 | $17,727 | $17,727 | — | — | — |
| 2023 | $14,511 | $14,511 | — | — | — |
| 2022 | $9,400 | $9,400 | — | — | — |