Plan Snapshot
- Plan Sponsor: Childrens Healthcare Of Atlanta INC
- Sponsor EIN: 582367819
- Sponsor Address: 1575 NORTHEAST EXPRESSWAY, ATLANTA, GA, 30329
- Plan Type: 403(b)
- Total Participants: 14,999
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 14,999 | $1.5B | $35.9M | $83.0M |
| 2023 | 13,143 | $1.3B | $29.0M | $74.4M |
| 2022 | 13,019 | $1.0B | $26.4M | $63.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $761,224 | — | $761,224 |
| FID INV INST OPS CO | RECORDKEEPER | $675,845 | — | $675,845 |
| BENNETT THRASHER, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FID INV INST OPS CO — RECORDKEEPER
- BENNETT THRASHER, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,437,069
- Estimated Expense Ratio: 0.098% 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 | $1,435,956 | $810,383 | — | — | — |
| 2023 | $1,260,778 | $677,848 | — | — | — |
| 2022 | $1,238,980 | $594,177 | — | — | — |