Plan Snapshot
- Plan Sponsor: The Derryfield School
- Sponsor EIN: 020265542
- Sponsor Address: 2108 RIVER ROAD, MANCHESTER, NH, 03104
- Plan Type: 403(b)
- Total Participants: 173
- Total Assets: $30.9M
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 | 173 | $30.9M | $432,472 | $642,231 |
| 2023 | 155 | $29.0M | $421,726 | $629,543 |
| 2022 | 165 | $25.8M | $393,301 | $595,595 |
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 |
|---|---|---|---|---|
| AMERICAN TRUST COMPANY | NONE | $46,525 | — | $46,525 |
| TAWNEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAWNEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,525
- Estimated Expense Ratio: 0.151% 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 | $46,525 | $46,525 | — | — | — |
| 2023 | $45,966 | $45,966 | — | — | — |
| 2022 | $45,765 | — | — | — | — |