Plan Snapshot
- Plan Sponsor: Currey Ingram Academy
- Sponsor EIN: 621296326
- Sponsor Address: 6544 MURRAY LANE, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $13.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 246 | $13.8M | $0 | $0 |
| 2024 | 177 | $12.7M | $0 | $0 |
| 2023 | 180 | $11.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $42,355 | — | $40,626 | — | — |
| 2024 | $35,032 | — | $35,032 | — | — |
| 2023 | $30,965 | — | $29,965 | — | — |