# The Commonwealth School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-commonwealth-school-inc-403b-plan

> The Commonwealth School, INC.'s 403(b) plan: 50 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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