# The Rectory School 403(b) Plan
Source: https://planprovider.pro/companies/the-rectory-school-060646805-001

> The Rectory School's 403(b) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Rectory School

- **Sponsor EIN:** 060646805

- **Sponsor Address:** 528 POMFRET STREET, POMFRET, CT, 06258

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

- **Plan Number:** 001

- **Total Participants:** 154

- **Total Assets:** $24.0M

## 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|154|$24.0M|$343,723|$778,068|

| 2023|136|$21.5M|$330,492|$770,004|

| 2022|136|$19.6M|$313,443|$547,393|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$59,400|—|$59,400|

| PROCYON PARTNERS LLC|Investment Advisor|—|$25,890|$25,890|

| THE ANGELL PENSION GROUP, INC.|Recordkeeper|—|$11,399|$11,399|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,689

- **Estimated Expense Ratio:** 0.403% 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|$59,336|—|$59,336|—|—|

| 2023|$55,156|—|—|—|—|

| 2022|$55,090|—|—|—|—|

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