Plan Snapshot
- Plan Sponsor: The West Nottingham Academy Of Cecil County
- Sponsor EIN: 520591693
- Sponsor Address: 1079 FIRETOWER ROAD, COLORA, MD, 21917
- Plan Type: 403(b)
- Total Participants: 41
- Total Assets: $5.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 41 | $5.8M | $81,023 | $82,235 |
| 2023 | 39 | $5.9M | $86,606 | $88,039 |
| 2022 | 17 | $5.5M | $95,466 | $95,748 |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — Auditor
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 | $20,632 | — | — | — | — |
| 2023 | $40,137 | $7,252 | $11,527 | $11,500 | — |
| 2022 | $15,311 | $8,263 | $5,042 | — | $2,006 |