# Coram Deo Academy, INC. 403(b) Plan
Source: https://planprovider.pro/companies/coram-deo-academy-inc-403b-plan

> Coram Deo Academy, INC.'s 403(b) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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