# Wilbraham And Monson Academy 403(b) Plan
Source: https://planprovider.pro/companies/wilbraham-and-monson-academy-403b-plan

> Wilbraham And Monson Academy's 403(b) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilbraham And Monson Academy

- **Sponsor EIN:** 042105838

- **Sponsor Address:** 423 MAIN STREET, WILBRAHAM, MA, 01095

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

- **Total Participants:** 127

- **Total Assets:** $30.4M

## 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:** Yes

## Plan Financials by Year

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

| 2024|127|$30.4M|$761,196|$833,410|

| 2023|132|$26.9M|$994,985|$752,640|

| 2022|129|$23.1M|$670,223|$665,229|

## 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|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|$42,793|—|$42,793|—|—|

| 2023|$24,411|—|$24,411|—|—|

| 2022|$8,778|—|$8,778|—|—|

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