Plan Snapshot
- Plan Sponsor: The Bement School
- Sponsor EIN: 042234135
- Sponsor Address: PO BOX 8, DEERFIELD, MA, 01342
- Plan Type: 403(b)
- 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. |
|---|---|---|---|---|
| 2025 | 74 | $12.7M | $0 | $0 |
| 2024 | 93 | $11.7M | $181,001 | $316,755 |
| 2023 | 93 | $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 |
|---|---|---|---|---|
| WHITTLESEY FORWARD ADVISING | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $34,443 | — | $34,443 | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |