Plan Snapshot
- Plan Sponsor: Noble And Greenough School
- Sponsor EIN: 042104784
- Sponsor Address: 10 CAMPUS DRIVE, DEDHAM, MA, 02026
- Plan Type: 403(b)
- Total Participants: 209
- Total Assets: $144.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 209 | $144.5M | $2.3M | $2.4M |
| 2023 | 206 | $134.3M | $2.1M | $2.3M |
| 2022 | 202 | $114.3M | $2.1M | $2.2M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $40,952 | — | $40,952 |
| RSM US LLP | NONE | $25,410 | — | $25,410 |
| PLANPILOT, LLC | NONE | $9,633 | — | $9,633 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- RSM US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,995
- Estimated Expense Ratio: 0.053% 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 |
|---|---|---|---|---|---|
| 2024 | $77,045 | $9,633 | $397 | $25,410 | — |
| 2023 | $62,048 | $4,000 | $4,024 | $23,100 | — |
| 2022 | $65,102 | $7,600 | — | — | $22,050 |