# The Bement School 403(b) Plan
Source: https://planprovider.pro/companies/the-bement-school-042234135-001

> The Bement School's 403(b) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bement School

- **Sponsor EIN:** 042234135

- **Sponsor Address:** PO BOX 8, DEERFIELD, MA, 01342

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

- **Plan Number:** 001

- **Total Participants:** 74

- **Total Assets:** $12.7M

## 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:** Yes

## Plan Financials by Year

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

| 2024|74|$12.7M|$193,151|$343,988|

| 2023|74|$11.7M|$181,001|$316,755|

| 2022|62|$10.0M|$182,249|$280,896|

## 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|

| TWELVE POINTS WEALTH MGMT|Other Service Provider|$25,882|—|$25,882|

| TIAA|Investment Advisor|$9,204|—|$9,204|

### 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) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,086

- **Estimated Expense Ratio:** 0.277% 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|$34,443|—|$34,443|—|—|

| 2023|$235,840|—|—|—|—|

| 2022|$421,718|—|—|—|—|

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