# Shore Country Day School 403(b) Plan
Source: https://planprovider.pro/companies/shore-country-day-school-403b-plan

> Shore Country Day School's 403(b) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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