Plan Snapshot
- Plan Sponsor: Northfield Mount Hermon School
- Sponsor EIN: 042109865
- Sponsor Address: ONE LAMPLIGHTER WAY, MOUNT HERMON, MA, 013549637
- Plan Type: 403(b)
- Total Participants: 296
- Total Assets: $93.4M
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 | 296 | $93.4M | $1.8M | $1.5M |
| 2023 | 288 | $83.8M | $1.6M | $1.4M |
| 2022 | 274 | $71.7M | $1.4M | $1.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — 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 | $96,964 | $37,746 | — | — | — |
| 2023 | $85,385 | $27,335 | — | — | — |
| 2022 | $88,951 | $7,965 | $80,986 | — | — |