Plan Snapshot
- Plan Sponsor: The Frederick Gunn School, Incorporated
- Sponsor EIN: 060646661
- Sponsor Address: 99 GREEN HILL ROAD, WASHINGTON, CT, 06793
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 321
- Total Assets: $37.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 321 | $37.4M | $0 | $0 |
| 2024 | 131 | $35.6M | $632,086 | $607,771 |
| 2023 | 135 | $32.3M | $620,361 | $610,486 |
| 2022 | 129 | $29.2M | $528,911 | $546,796 |
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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $37,596 | — | $37,596 |
| CARON & BLETZER, PLLC | Other Service Provider | $13,875 | — | $13,875 |
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $5,327 | — | $5,327 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,798
- Estimated Expense Ratio: 0.152% 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 |
|---|---|---|---|---|---|
| 2025 | $4,753,076 | — | $59,516 | — | — |
| 2024 | $63,379 | — | $63,379 | — | — |
| 2023 | $45,434 | — | $45,434 | — | — |
| 2022 | $35,893 | — | $35,893 | — | — |