Plan Snapshot
- Plan Sponsor: The Gordon School
- Sponsor EIN: 050258876
- Sponsor Address: 45 MAXFIELD AVE, EAST PROVIDENCE, RI, 02914
- Plan Type: 403(b)
- Total Participants: 83
- Total Assets: $22.8M
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 | 83 | $22.8M | $257,968 | $419,155 |
| 2023 | 80 | $21.4M | $259,946 | $416,706 |
| 2022 | 78 | $19.8M | $245,169 | $425,123 |
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 - TEACHERS INSURANCE AND ANNUI | Recordkeeper | $19,967 | — | $19,967 |
| BLACK POINT WEALTH MGMT - J HARRIS | Investment Advisor | $17,317 | — | $17,317 |
| CARON & BLETZER, PLLC | Auditor | $9,145 | — | $9,145 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $5,366 | — | $5,366 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Recordkeeper
- CARON & BLETZER, PLLC — Auditor
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,795
- Estimated Expense Ratio: 0.227% 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 | $51,804 | — | $51,804 | — | — |
| 2023 | $45,497 | — | $45,497 | — | — |
| 2022 | $46,762 | — | $46,762 | — | — |