Plan Snapshot
- Plan Sponsor: Trustees Of Deerfield Academy
- Sponsor EIN: 042103563
- Sponsor Address: 7 BOYDEN LANE, DEERFIELD, MA, 013420087
- Plan Type: 403(b)
- Total Participants: 405
- Total Assets: $156.5M
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. |
|---|---|---|---|---|
| 2025 | 405 | $156.5M | $0 | $0 |
| 2024 | 421 | $142.7M | $0 | $0 |
| 2023 | 399 | $127.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.007% 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 |
|---|---|---|---|---|---|
| 2025 | $80,966 | $18,000 | $49,541 | $11,500 | — |
| 2024 | $62,325 | $18,000 | $31,650 | $10,800 | — |
| 2023 | $55,559 | $18,000 | $25,834 | — | $11,725 |