# Atlanta Speech School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/atlanta-speech-school-inc-403b-plan

> Atlanta Speech School, INC.'s 403(b) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [JONES AND KOLB](https://planprovider.pro/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|—|—|—|—|

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