Plan Snapshot
- Plan Sponsor: The Hotchkiss School
- Sponsor EIN: 060647018
- Sponsor Address: 11 INTERLAKEN ROAD, LAKEVILLE, CT, 06039
- Plan Type: 403(b)
- Total Participants: 386
- Total Assets: $183.9M
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. |
|---|---|---|---|---|
| 2024 | 386 | $183.9M | $3.1M | $3.6M |
| 2023 | 375 | $167.3M | $2.9M | $3.5M |
| 2022 | 380 | $150.2M | $2.7M | $3.3M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $159,823 | — | $159,823 | — | — |
| 2023 | $162,692 | — | $162,692 | — | — |
| 2022 | $157,411 | — | $157,411 | — | — |