Plan Snapshot
- Plan Sponsor: The Cambridge School Of Weston, INC.
- Sponsor EIN: 042103964
- Sponsor Address: 45 GEORGIAN ROAD, WESTON, MA, 02493
- Plan Type: 403(b)
- Total Participants: 99
- Total Assets: $30.3M
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 | 99 | $30.3M | $367,523 | $699,645 |
| 2023 | 91 | $28.3M | $313,243 | $565,845 |
| 2022 | 92 | $25.6M | $286,009 | $504,225 |
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 |
|---|---|---|---|---|
| POZERSKI HATCH & COMPANY, P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $13,321 | — | $13,321 | — | — |
| 2023 | $80 | — | $80 | — | — |
| 2022 | $75 | — | $75 | — | — |