# Spaulding Academy & Family Services DC Plan
Source: https://planprovider.pro/companies/spaulding-academy-family-services-plan-003

> Spaulding Academy & Family Services's DC plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [EPIC RETIREMENT PLAN SERVICES, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

## 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|—|—|—|

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