# College Of The Atlantic 403(b) Plan
Source: https://planprovider.pro/companies/college-of-the-atlantic-403b-plan

> College Of The Atlantic's 403(b) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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