Plan Snapshot
- Plan Sponsor: St. Mark'S School Of Southborough, INC.
- Sponsor EIN: 042103623
- Sponsor Address: 25 MARLBOROUGH ROAD, SOUTHBOROUGH, MA, 017729105
- Plan Type: 403(b)
- Total Participants: 168
- Total Assets: $51.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $51.7M | $0 | $0 |
| 2023 | 162 | $44.6M | $0 | $0 |
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 & COMPANY, P.C. | Auditor | $15,613 | — | $15,613 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,613
- Estimated Expense Ratio: 0.030% 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 | $42,585 | — | — | $15,613 | — |
| 2023 | $23,961 | — | — | — | $23,961 |