Plan Snapshot
- Plan Sponsor: Pomfret School
- Sponsor EIN: 060646784
- Sponsor Address: 398 POMFRET STREET, P.O. BOX 128, POMFRET, CT, 06258
- Plan Type: 403(b)
- Total Participants: 180
- Total Assets: $48.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 180 | $48.3M | $897,571 | $923,214 |
| 2023 | 168 | $43.6M | $781,112 | $937,643 |
| 2022 | 160 | $37.6M | $796,049 | $920,190 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $75,744 | $7,000 | $62,894 | — | — |
| 2023 | $83,473 | $9,400 | $51,638 | $16,500 | — |
| 2022 | $78,819 | $10,288 | $46,969 | — | $21,562 |