# College Foundation, INC. 403(b) Plan
Source: https://planprovider.pro/companies/college-foundation-inc-566046937-001

> College Foundation, INC.'s 403(b) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** College Foundation, INC.

- **Sponsor EIN:** 566046937

- **Sponsor Address:** 2917 HIGHWOODS BLVD, RALEIGH, NC, 27604

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

- **Plan Number:** 001

- **Total Participants:** 144

- **Total Assets:** $38.3M

## 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|144|$38.3M|$497,571|$990,617|

| 2023|141|$36.7M|$473,248|$948,742|

| 2022|143|$33.3M|$485,274|$951,202|

## 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|

| COLLEGE FOUNDATION|Other Service Provider|$17,850|—|$17,850|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,850

- **Estimated Expense Ratio:** 0.047% 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|$18,425|—|$18,425|—|—|

| 2023|$32,026|—|$32,026|—|—|

| 2022|$123|—|$123|—|—|

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