Plan Snapshot
- Plan Sponsor: Alabama Christian Academy
- Sponsor EIN: 630854505
- Sponsor Address: 4700 WARES FERRY ROAD, MONTGOMERY, AL, 36109
- Plan Type: 403(b)
- Total Participants: 95
- Total Assets: $8.3M
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 | 95 | $8.3M | $94,582 | $189,387 |
| 2023 | 89 | $8.8M | $35,563 | $185,881 |
| 2022 | 81 | $7.7M | $33,314 | $174,345 |
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 |
|---|---|---|---|---|
| ALDRIDGE, BORDEN & COMPANY PC | 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 | $32,781 | — | $32,781 | — | — |
| 2023 | $29,931 | — | $29,931 | — | — |
| 2022 | $27,576 | — | $27,576 | — | — |