# The Carroll School 403(b) Plan
Source: https://planprovider.pro/companies/the-carroll-school-403b-plan

> The Carroll School's 403(b) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Carroll School

- **Sponsor EIN:** 042145258

- **Sponsor Address:** 25 BAKER BRIDGE ROAD, LINCOLN, MA, 01773

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

- **Total Participants:** 225

- **Total Assets:** $34.9M

## 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|225|$34.9M|$737,246|$1.7M|

| 2023|221|$31.8M|$653,226|$1.6M|

| 2022|206|$27.6M|$584,461|$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|

| STANCORP FINANCIAL GROUP|RECORDKEEPER|$32,298|$32,427|$64,725|

| LEONARD, MULHERIN & GREENE, P.C.|Auditor|$32,298|—|$32,298|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,023

- **Estimated Expense Ratio:** 0.278% 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|$32,791|—|$13|$32,298|—|

| 2023|$39,370|—|—|—|—|

| 2022|$31,367|—|—|—|—|

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