Plan Snapshot
- Plan Sponsor: College Of The Atlantic
- Sponsor EIN: 237032625
- Sponsor Address: 105 EDEN STREET, BAR HARBOR, ME, 04609
- Plan Type: 403(b)
- Total Participants: 108
- Total Assets: $36.3M
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 | 108 | $36.3M | $553,915 | $656,703 |
| 2023 | 105 | $34.2M | $507,627 | $618,753 |
| 2022 | 187 | $30.1M | $376,637 | $604,890 |
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 |
|---|---|---|---|---|
| LAUREN COREY CONSULTING, LLC | CPA AUDITOR, TAX PREPARER | $14,283 | — | $14,283 |
| BAKER TILLEY US, LLP | INVESTMENT ADVISOR | $8,583 | — | $8,583 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAUREN COREY CONSULTING, LLC — CPA AUDITOR, TAX PREPARER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,866
- Estimated Expense Ratio: 0.063% 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 | $42,264 | $231 | $42,033 | — | — |
| 2023 | $36,941 | $90 | $36,851 | — | — |
| 2022 | $26,839 | — | — | — | — |