Plan Snapshot
- Plan Sponsor: The Russian School Of Mathematics
- Sponsor EIN: 043408996
- Sponsor Address: 200 WELLS AVENUE, NEWTON, MA, 02459
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,126
- Total Assets: $41.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,126 | $41.3M | $0 | $0 |
| 2024 | 749 | $30.8M | $1.3M | $3.7M |
| 2023 | 604 | $23.4M | $1.1M | $2.9M |
| 2022 | 489 | $16.9M | $897,899 | $2.3M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Investment Advisor | $145,138 | $12,613 | $157,751 |
| EQUITABLE ADVISORS LLC | Other Service Provider | — | $68,955 | $68,955 |
| BRINKER CAPITAL INVESTMENTS | Investment Advisor | $18,920 | — | $18,920 |
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | $17,239 | — | $17,239 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $262,865
- Estimated Expense Ratio: 0.636% 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 | $355,477 | — | — | — | — |
| 2024 | $136,465 | — | — | — | — |
| 2023 | $114,263 | — | — | — | — |
| 2022 | $106,714 | — | — | — | — |