Plan Snapshot
- Plan Sponsor: The Commonwealth School, INC.
- Sponsor EIN: 042228167
- Sponsor Address: 151 COMMONWEALTH AVENUE, BOSTON, MA, 02116
- Plan Type: 403(b)
- Total Participants: 50
- Total Assets: $29.1M
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 | 50 | $29.1M | $359,234 | $601,095 |
| 2023 | 47 | $26.4M | $310,936 | $536,701 |
| 2022 | 48 | $22.8M | $290,947 | $521,608 |
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 |
|---|---|---|---|---|
| JOHNSON OCONNOR FERON & CARUCCI LLP | 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 | $51 | — | $51 | — | — |
| 2023 | $23 | — | $23 | — | — |
| 2022 | $25 | — | $25 | — | — |