# Currey Ingram Academy 403(b) Plan
Source: https://planprovider.pro/companies/currey-ingram-academy-621296326-001

> Currey Ingram Academy's 403(b) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Currey Ingram Academy

- **Sponsor EIN:** 621296326

- **Sponsor Address:** 6544 MURRAY LANE, BRENTWOOD, TN, 37027

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **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.|

| 2024|246|$13.8M|$319,464|$500,913|

| 2023|177|$12.7M|$253,501|$411,755|

| 2022|180|$11.1M|$230,492|$354,702|

## 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|

| PRIME CAPITAL INVMT. ADV.|Other Service Provider|$39,416|—|$39,416|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,416

- **Estimated Expense Ratio:** 0.285% 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|$42,355|—|$40,626|—|—|

| 2023|$35,032|—|$35,032|—|—|

| 2022|$30,965|—|$29,965|—|—|

## Similar Plans

- [Source 4 Solutions LLC](https://planprovider.pro/companies/source-4-solutions-llc-401k-plan) — 111,388 participants

- [Vanderbilt University Medical Center](https://planprovider.pro/companies/vanderbilt-university-medical-center-403b-plan) — 37,327 participants

- [Vanderbilt University](https://planprovider.pro/companies/vanderbilt-university-403b-plan) — 8,410 participants

- [Southeast Laborers Training And Apprenticeship Fund](https://planprovider.pro/companies/southeast-laborers-training-and-apprenticeship-fund-586112929-501) — 4,821 participants

- [Meharry Medical College](https://planprovider.pro/companies/meharry-medical-college-403b-plan) — 1,375 participants

- [Chancelight, INC.](https://planprovider.pro/companies/chancelight-inc-401k-plan) — 1,290 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/currey-ingram-academy-621296326-001)

© 2026 PlanProvider.Pro