Plan Snapshot
- Plan Sponsor: Park School Corporation
- Sponsor EIN: 042104824
- Sponsor Address: 171 GODDARD AVENUE, BROOKLINE, MA, 02445
- Plan Type: 403(b)
- Total Participants: 191
- Total Assets: $54.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 191 | $54.3M | $712,601 | $1.3M |
| 2023 | 182 | $49.0M | $757,295 | $1.3M |
| 2022 | 158 | $44.0M | $545,787 | $1.0M |
| 2020 | 154 | $46.7M | $0 | $0 |
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 | $12,191 | — | $12,191 | — | — |
| 2023 | $6,075 | — | $6,075 | — | — |
| 2022 | $2,174 | — | $2,174 | — | — |
| 2020 | $75 | — | — | — | — |