Plan Snapshot
- Plan Sponsor: Shady Hill School Corporation
- Sponsor EIN: 042103628
- Sponsor Address: 178 COOLIDGE HILL, CAMBRIDGE, MA, 021385520
- Plan Type: 403(b)
- Total Participants: 201
- Total Assets: $66.9M
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 | 201 | $66.9M | $918,435 | $1.4M |
| 2023 | 209 | $60.6M | $893,462 | $1.3M |
| 2022 | 211 | $50.9M | $866,559 | $1.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS 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 | $1,207 | — | $1,207 | — | — |
| 2023 | $300 | — | $300 | — | — |
| 2022 | $150 | — | $150 | — | — |