Plan Snapshot
- Plan Sponsor: Tilton School
- Sponsor EIN: 020222239
- Sponsor Address: 30 SCHOOL STREET, TILTON, NH, 032765771
- Plan Type: 403(b)
- Total Participants: 140
- Total Assets: $15.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 140 | $15.0M | $226,967 | $333,970 |
| 2023 | 141 | $14.4M | $196,413 | $376,811 |
| 2022 | 146 | $12.6M | $15,107 | $336,993 |
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 |
|---|---|---|---|---|
| NATHAN WECHSLER & COMPANY, P.A. | 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 | $47,893 | — | — | — | — |
| 2023 | $18,209 | — | — | — | — |
| 2022 | $2,983 | — | — | — | — |