Plan Snapshot
- Plan Sponsor: Rumsey Hall School
- Sponsor EIN: 060692379
- Sponsor Address: 201 ROMFORD ROAD, WASHINGTON DEPOT, CT, 06794
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $19.9M
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 | 100 | $19.9M | $278,790 | $510,404 |
| 2023 | 134 | $17.5M | $278,213 | $538,857 |
| 2022 | 104 | $15.1M | $257,291 | $458,670 |
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 LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $15,272 | — | $13,392 | — | — |
| 2023 | $11,641 | $1,327 | $10,314 | — | — |
| 2022 | $9,410 | $611 | $8,799 | — | — |