# Winchendon School 403(b) Plan
Source: https://planprovider.pro/companies/winchendon-school-403b-plan

> Winchendon School's 403(b) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [The Bottom Line INC.](https://planprovider.pro/companies/the-bottom-line-inc-401k-plan) — 152 participants

- [Navitas Usa Holdings, LLC](https://planprovider.pro/companies/navitas-usa-holdings-llc-plan) — 152 participants

- [The Fay School](https://planprovider.pro/companies/the-fay-school-403b-plan-001-3573) — 148 participants

- [Worcester Academy](https://planprovider.pro/companies/worcester-academy-403b-plan) — 156 participants

- [Belmont Hill School](https://planprovider.pro/companies/belmont-hill-school-403b-plan) — 144 participants

- [Center For Applied Behavioral In](https://planprovider.pro/companies/center-for-applied-behavioral-in-401k-plan) — 158 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/winchendon-school-403b-plan)

© 2026 PlanProvider.Pro