Plan Snapshot
- Plan Sponsor: Atlanta Speech School, INC.
- Sponsor EIN: 580566198
- Sponsor Address: 3160 NORTHSIDE PARKWAY, NW, ATLANTA, GA, 303271555
- Plan Type: 403(b)
- Total Participants: 240
- Total Assets: $35.9M
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 | 240 | $35.9M | $788,999 | $1.2M |
| 2023 | 231 | $32.5M | $715,257 | $1.0M |
| 2022 | 239 | $29.3M | $677,381 | $953,558 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $58,792 | — | $58,792 |
| NFP | SERVICE PROVIDER | $36,325 | — | $36,325 |
| JONES AND KOLB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP — SERVICE PROVIDER
- JONES AND KOLB — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,117
- Estimated Expense Ratio: 0.265% of plan assets
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 | $95,625 | $36,325 | $59,250 | — | — |
| 2023 | $62,287 | $13,697 | $20,940 | — | — |
| 2022 | $62,877 | — | — | — | — |