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

> The Derryfield School's 403(b) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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