Plan Snapshot
- Plan Sponsor: The Pike School, INC.
- Sponsor EIN: 042104832
- Sponsor Address: 34 SUNSET ROCK ROAD, ANDOVER, MA, 01810
- Plan Type: 403(b)
- Total Participants: 142
- Total Assets: $35.5M
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 | 142 | $35.5M | $476,635 | $672,232 |
| 2023 | 138 | $32.8M | $487,846 | $674,414 |
| 2022 | 137 | $28.1M | $455,493 | $663,514 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $45,879 | $1,460 | $43,381 | — | — |
| 2023 | $45,981 | — | $43,548 | $1,038 | — |
| 2022 | $43,634 | $1,825 | $41,667 | — | — |