# Charlotte Country Day School 403(b) Plan
Source: https://planprovider.pro/companies/charlotte-country-day-school-403b-plan

> Charlotte Country Day School's 403(b) plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charlotte Country Day School

- **Sponsor EIN:** 560623935

- **Sponsor Address:** 1440 CARMEL RD, CHARLOTTE, NC, 28226

- **Plan Type:** 403(b)

- **Total Participants:** 427

- **Total Assets:** $91.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|427|$91.0M|$1.4M|$2.5M|

| 2023|408|$82.5M|$1.3M|$2.3M|

| 2022|384|$70.9M|$1.2M|$2.1M|

## 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|

| TIAA|NONE|$46,172|—|$46,172|

| CBIZ INVESTMENT ADVISORY SERVICES|NONE|$15,136|—|$15,136|

| ELLIOTT DAVIS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [ELLIOTT DAVIS, LLC](https://planprovider.pro/provider/elliott-davis-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,308

- **Estimated Expense Ratio:** 0.067% 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|$61,308|$15,136|—|—|—|

| 2023|$47,794|$11,616|—|—|—|

| 2022|$30,302|$900|—|—|—|

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