Plan Snapshot
- Plan Sponsor: Shore Country Day School
- Sponsor EIN: 042104926
- Sponsor Address: 545 CABOT ST, BEVERLY, MA, 019152540
- Plan Type: 403(b)
- Total Participants: 95
- Total Assets: $30.4M
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 | 95 | $30.4M | $417,272 | $603,975 |
| 2023 | 87 | $29.0M | $423,033 | $673,255 |
| 2022 | 93 | $26.1M | $410,815 | $640,125 |
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 |
|---|---|---|---|---|
| TONNESON & CO. | 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 | $39,354 | — | $39,354 | — | — |
| 2023 | $28,826 | — | $28,826 | — | — |
| 2022 | $33,039 | — | — | — | $33,039 |