Plan Snapshot
- Plan Sponsor: The Williston Northampton School
- Sponsor EIN: 041975990
- Sponsor Address: 19 PAYSON AVENUE, EASTHAMPTON, MA, 010272246
- Plan Type: 403(b)
- Total Participants: 201
- Total Assets: $56.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 201 | $56.0M | $1.0M | $1.2M |
| 2023 | 193 | $51.6M | $985,616 | $1.1M |
| 2022 | 182 | $46.3M | $967,759 | $1.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | SERVICE PROVIDER | $14,148 | — | $14,148 |
| ANGELL PENSION GROUP | SERVICE PROVIDER | $8,297 | — | $8,297 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — SERVICE PROVIDER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,445
- Estimated Expense Ratio: 0.040% 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 | $86,955 | $22,446 | $64,509 | — | — |
| 2023 | $80,179 | $25,026 | $55,003 | — | — |
| 2022 | $80,618 | — | — | — | — |