# Trustees Of The St. Johnsbury Academy 403(b) Plan
Source: https://planprovider.pro/companies/trustees-of-the-st-johnsbury-academy-403b-plan

> Trustees Of The St. Johnsbury Academy's 403(b) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The St. Johnsbury Academy

- **Sponsor EIN:** 030181215

- **Sponsor Address:** 1000 MAIN STREET, SAINT JOHNSBURY, VT, 05819

- **Plan Type:** 403(b)

- **Total Participants:** 224

- **Total Assets:** $41.5M

## 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.|

| 2024|224|$41.5M|$710,142|$1.2M|

| 2023|229|$37.0M|$644,848|$1.1M|

| 2022|222|$31.3M|$640,310|$997,910|

## 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|

| KREISCHER MILLER|Auditor|$5,165|—|$5,165|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,165

- **Estimated Expense Ratio:** 0.012% 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|$56,694|$7,050|$44,479|$5,165|—|

| 2023|$26,738|—|$26,738|—|—|

| 2022|$21,113|—|$21,113|—|—|

## Similar Plans

- [Vermont Law School](https://planprovider.pro/companies/vermont-law-school-401k-plan) — 222 participants

- [Lyndon Institute](https://planprovider.pro/companies/lyndon-institute-401k-plan) — 188 participants

- [Burr And Burton Seminary D/B/A Burr And Burton Academy](https://planprovider.pro/companies/burr-and-burton-seminary-d-b-a-burr-and-burton-academy-403b-plan) — 172 participants

- [Vermont Academy](https://planprovider.pro/companies/vermont-academy-401k-plan) — 136 participants

- [Bennington College Corporation](https://planprovider.pro/companies/bennington-college-corporation-403b-plan) — 344 participants

- [Landmark College, INC.](https://planprovider.pro/companies/landmark-college-inc-403b-plan) — 351 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-st-johnsbury-academy-403b-plan)

© 2026 PlanProvider.Pro