Plan Snapshot
- Plan Sponsor: Coram Deo Academy, INC.
- Sponsor EIN: 752749298
- Sponsor Address: 417 OAKBEND DRIVE, SUITE 200, LEWISVILLE, TX, 75067
- Plan Type: 403(b)
- Total Participants: 373
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 373 | $5.6M | $254,587 | $641,035 |
| 2023 | 339 | $4.4M | $118,553 | $313,821 |
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 |
|---|---|---|---|---|
| VALIC | RECORDKEEPER | $14,085 | — | $14,085 |
| HENRY & PETERS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENRY & PETERS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,085
- Estimated Expense Ratio: 0.253% 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 | $17,728 | — | $17,728 | — | — |
| 2023 | $6,108 | — | $6,108 | — | — |