# The Williston Northampton School 403(b) Plan
Source: https://planprovider.pro/companies/the-williston-northampton-school-403b-plan

> The Williston Northampton School's 403(b) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/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|—|—|—|—|

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