Plan Snapshot
- Plan Sponsor: Academy For Classical Education, INC
- Sponsor EIN: 463722435
- Sponsor Address: 5665 NEW FORSYTH ROAD, MACON, GA, 31210
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 228 | $3.0M | $116,072 | $371,505 |
| 2023 | 209 | $2.5M | $118,403 | $406,639 |
| 2022 | 189 | $1.7M | $122,179 | $450,071 |
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 |
|---|---|---|---|---|
| EASOM & EASOM | 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 | $2,020 | — | $2,020 | — | — |
| 2023 | $165 | — | $165 | — | — |
| 2022 | $465 | — | — | — | $465 |