Plan Snapshot
- Plan Sponsor: Winchendon School
- Sponsor EIN: 050270487
- Sponsor Address: 172 ASH STREET, WINCHENDON, MA, 014751700
- Plan Type: 403(b)
- Total Participants: 151
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 151 | $15.7M | $355,453 | $504,313 |
| 2023 | 208 | $13.5M | $347,735 | $459,259 |
| 2022 | 173 | $11.4M | $374,886 | $551,083 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $12,346 | — | $12,346 | — | — |
| 2023 | $12,036 | — | — | — | — |
| 2022 | $10,577 | — | $9,584 | — | — |