Plan Snapshot
- Plan Sponsor: Battle Ground Academy
- Sponsor EIN: 620125920
- Sponsor Address: 336 ERNEST RICE LANE, FRANKLIN, TN, 37069
- Plan Type: 403(b)
- Total Participants: 300
- Total Assets: $24.9M
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 | 300 | $24.9M | $477,199 | $816,935 |
| 2023 | 209 | $21.8M | $463,238 | $719,451 |
| 2022 | 169 | $19.4M | $474,605 | $711,254 |
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 |
|---|---|---|---|---|
| BATTLE GROUND ACADEMY | SERVICE PROVIDER | $38,858 | — | $38,858 |
| ASCENSUS C/O FUTURE PLAN | TPA | — | $7,952 | $7,952 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,810
- Estimated Expense Ratio: 0.188% 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 | $99,899 | — | $99,899 | — | — |
| 2023 | $69,235 | — | $69,235 | — | — |
| 2022 | $70,228 | — | $70,228 | — | — |