# The Winsor School 403(b) Plan
Source: https://planprovider.pro/companies/the-winsor-school-403b-plan

> The Winsor School's 403(b) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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