# The Preservation Society Of Newport County 403(b) Plan
Source: https://planprovider.pro/companies/the-preservation-society-of-newport-county-403b-plan

> The Preservation Society Of Newport County's 403(b) plan: 237 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Preservation Society Of Newport County

- **Sponsor EIN:** 050252708

- **Sponsor Address:** 424 BELLEVUE AVENUE, NEWPORT, RI, 02840

- **Plan Type:** 403(b)

- **Total Participants:** 237

- **Total Assets:** $15.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|237|$15.1M|$482,630|$691,649|

| 2023|216|$13.3M|$409,234|$624,280|

| 2022|192|$13.0M|$360,464|$530,450|

## 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|

| COHNREZNICK LLP|Auditor|—|—|$0|

## 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|$116,156|—|$7,061|—|—|

| 2023|$108,712|—|—|—|—|

| 2022|$116,137|—|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-preservation-society-of-newport-county-403b-plan)

© 2026 PlanProvider.Pro