# Newton Montessori School INC. Dba Wellan Montess 403(b) Plan
Source: https://planprovider.pro/companies/newton-montessori-school-inc-dba-wellan-montess-403b-plan

> Newton Montessori School INC. Dba Wellan Montess's 403(b) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newton Montessori School INC. Dba Wellan Montess

- **Sponsor EIN:** 205197160

- **Sponsor Address:** 80 CRESCENT AVENUE, NEWTON, MA, 02459

- **Plan Type:** 403(b)

- **Total Participants:** 104

- **Total Assets:** $4.5M

## 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|104|$4.5M|$206,425|$489,614|

| 2023|109|$4.1M|$163,347|$411,912|

| 2022|96|$3.4M|$108,975|$375,477|

## 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|

| AAFCPAS INC.|Auditor|—|—|$0|

## 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|$39,613|$14,991|$354|—|—|

| 2023|$9,070|—|$9,070|—|—|

| 2022|$2,035|—|—|—|—|

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