Plan Snapshot
- Plan Sponsor: Atlanta International School
- Sponsor EIN: 581581116
- Sponsor Address: 2890 N FULTON DR NE, ATLANTA, GA, 303053155
- Plan Type: 403(b)
- Total Participants: 277
- Total Assets: $43.3M
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 | 277 | $43.3M | $937,417 | $1.7M |
| 2023 | 252 | $37.8M | $837,151 | $1.5M |
| 2022 | 232 | $31.5M | $772,007 | $1.4M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, P.C. | 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 | $41,107 | — | $41,107 | — | — |
| 2023 | $35,266 | — | $35,266 | — | — |
| 2022 | $51,787 | — | $51,787 | — | — |