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

> The Fessenden School's 403(b) plan: 334 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Fessenden School

- **Sponsor EIN:** 042103574

- **Sponsor Address:** 250 WALTHAM STREET, WEST NEWTON, MA, 02465

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

- **Total Participants:** 334

- **Total Assets:** $56.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|334|$56.6M|$0|$0|

| 2024|347|$49.9M|$0|$0|

| 2023|292|$42.8M|$0|$0|

## 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|

| CITRIN COOPERMAN & COMPANY|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|

| 2025|$13,719|$1,636|—|—|—|

| 2024|$12,826|—|—|$5,512|—|

| 2023|$22,008|—|—|—|$22,008|

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