Plan Snapshot
- Plan Sponsor: The Winsor School
- Sponsor EIN: 042105842
- Sponsor Address: 103 PILGRIM ROAD, BOSTON, MA, 02215
- Plan Type: 403(b)
- Total Participants: 136
- Total Assets: $66.4M
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. |
|---|---|---|---|---|
| 2024 | 136 | $66.4M | $920,870 | $1.6M |
| 2023 | 126 | $59.0M | $866,214 | $1.5M |
| 2022 | 135 | $53.4M | $824,382 | $1.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $60,578 | — | $58,863 | — | — |
| 2023 | $61,163 | — | $59,408 | — | — |
| 2022 | $42,551 | $1,966 | $40,585 | — | — |