# Thayer Academy 403(b) Plan
Source: https://planprovider.pro/companies/thayer-academy-403b-plan

> Thayer Academy's 403(b) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thayer Academy

- **Sponsor EIN:** 042105781

- **Sponsor Address:** 745 WASHINGTON STREET, BRAINTREE, MA, 021845751

- **Plan Type:** 403(b)

- **Total Participants:** 191

- **Total Assets:** $90.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|191|$90.5M|$1.7M|$1.6M|

| 2023|207|$81.8M|$1.6M|$1.5M|

| 2022|210|$70.7M|$1.5M|$1.4M|

## 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|

| TIAA|RECORDKEEPER|$38,286|—|$38,286|

| CLIFTONLARSONALLEN, LLP|Auditor|$96|—|$96|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,382

- **Estimated Expense Ratio:** 0.042% 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|$46,682|—|$46,586|$96|—|

| 2023|$62,760|—|$62,760|—|—|

| 2022|$55,103|—|$55,103|—|—|

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