Plan Snapshot
- Plan Sponsor: The White Mountain School
- Sponsor EIN: 020222221
- Sponsor Address: 371 WEST FARM ROAD, BETHLEHEM, NH, 035745851
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 50
- Total Assets: $6.5M
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. |
|---|---|---|---|---|
| 2023 | 50 | $6.5M | $43,350 | $226,631 |
| 2022 | 49 | $5.7M | $111,236 | $241,262 |
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 |
|---|---|---|---|---|
| TRG INVESTMENT ADVISORS LLC | Investment Advisor | $7,823 | — | $7,823 |
| TIAA | Recordkeeper | $7,237 | — | $7,237 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRG INVESTMENT ADVISORS LLC — Investment Advisor
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,060
- Estimated Expense Ratio: 0.233% 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 |
|---|---|---|---|---|---|
| 2023 | $14,215 | — | $14,215 | — | — |
| 2022 | $13,634 | — | — | — | — |