Plan Snapshot
- Plan Sponsor: The Roxbury Latin School
- Sponsor EIN: 042104857
- Sponsor Address: 101 ST. THERESA AVENUE, WEST ROXBURY, MA, 02132
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 129
- Total Assets: $51.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 129 | $51.7M | $0 | $0 |
| 2024 | 69 | $44.0M | $873,501 | $721,387 |
| 2023 | 67 | $37.4M | $856,661 | $767,837 |
| 2022 | 67 | $31.9M | $823,511 | $765,997 |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INS & ANNUITY ASSOC | Recordkeeper | $32,327 | — | $32,327 |
| GLOBAL RETIREMENT PARTNERS LLC-H/O | Investment Advisor | $20,000 | — | $20,000 |
| THE ANGELL PENSION GROUP, INC | Recordkeeper | $6,679 | — | $6,679 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,006
- Estimated Expense Ratio: 0.114% 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 |
|---|---|---|---|---|---|
| 2025 | $1,234,108 | $487 | $63,443 | — | — |
| 2024 | $21,775 | — | $21,700 | — | — |
| 2023 | $6,533 | $829 | $5,704 | — | — |
| 2022 | $2,483,970 | — | — | — | — |