# Waterford Country School, INC. 401(k) Plan
Source: https://planprovider.pro/companies/waterford-country-school-inc-401k-plan

> Waterford Country School, INC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waterford Country School, INC.

- **Sponsor EIN:** 060861862

- **Sponsor Address:** 78 HUNTS BROOK RAOD, QUAKER HILL, CT, 063751009

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $11.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|155|$11.2M|$200,798|$357,031|

| 2023|167|$12.3M|$202,751|$356,766|

| 2022|180|$11.4M|$224,518|$422,811|

## 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|

| SEWARD & MONDE, CPA'S|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|$3,092|—|$3,092|—|—|

| 2023|$1,069|—|—|—|—|

| 2022|$1,992|—|—|—|—|

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