Plan Snapshot
- Plan Sponsor: Beaver Country Day School, INC.
- Sponsor EIN: 042103869
- Sponsor Address: 791 HAMMOND STREET, CHESTNUT HILL, MA, 024672317
- Plan Type: 403(b)
- Total Participants: 140
- Total Assets: $51.5M
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. |
|---|---|---|---|---|
| 2025 | 140 | $51.5M | $0 | $0 |
| 2024 | 139 | $45.5M | $0 | $0 |
| 2023 | 132 | $40.2M | $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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | $21,257 | — | $21,257 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,257
- Estimated Expense Ratio: 0.041% 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 |
|---|---|---|---|---|---|
| 2025 | $53,729 | $5,100 | $27,372 | $21,257 | — |
| 2024 | $47,407 | — | $47,407 | — | — |
| 2023 | $20,198 | — | $20,198 | — | — |