Plan Snapshot
- Plan Sponsor: The Pingree School, INC.
- Sponsor EIN: 042279977
- Sponsor Address: 537 HIGHLAND STREET, SOUTH HAMILTON, MA, 01982
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 131 | $22.0M | $723,719 | $774,320 |
| 2023 | 103 | $18.3M | $686,259 | $733,319 |
| 2022 | 102 | $14.5M | $650,574 | $700,080 |
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 |
|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC | Recordkeeper | $10,295 | — | $10,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSHIRE ASSOCIATES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,295
- Estimated Expense Ratio: 0.047% 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 | $76,431 | $10,295 | $65,396 | — | — |
| 2023 | $65,602 | $8,189 | $57,013 | — | — |
| 2022 | $69,927 | — | — | — | — |