Plan Snapshot
- Plan Sponsor: Spaulding Academy & Family Services
- Sponsor EIN: 020244216
- Sponsor Address: 72 SPAULDING ROAD, NORTHFIELD, NH, 03276
- Plan Type: DC
- Total Participants: 310
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 310 | $9.4M | $570,938 | $484,929 |
| 2023 | 309 | $8.2M | $512,658 | $463,095 |
| 2022 | 290 | $6.8M | $242,046 | $240,426 |
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 |
|---|---|---|---|---|
| INDEPENDENCE FINANCIAL ADVISOR | NONE | $21,803 | — | $21,803 |
| EPIC RETIREMENT PLAN SERVICES, INC. | NONE | $18,310 | — | $18,310 |
| NATHAN WECHSLER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,113
- Estimated Expense Ratio: 0.426% of plan assets
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 | $40,188 | $21,728 | — | — | — |
| 2023 | $36,091 | $18,063 | — | — | — |
| 2022 | $16,037 | $7,863 | — | — | — |