Plan Snapshot
- Plan Sponsor: Riverview School, INC.
- Sponsor EIN: 042240919
- Sponsor Address: 551 ROUTE 6A, EAST SANDWICH, MA, 025371448
- Plan Type: 403(b)
- Total Participants: 283
- Total Assets: $25.1M
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 | 283 | $25.1M | $563,073 | $655,603 |
| 2023 | 288 | $22.1M | $587,256 | $674,199 |
| 2022 | 293 | $18.5M | $520,340 | $589,712 |
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 |
|---|---|---|---|---|
| LEONARD, MULHERIN, & GREENE, P.C. | 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 | $1,250 | — | — | — | — |
| 2023 | $1,118 | — | — | — | — |
| 2022 | $850 | — | — | — | — |