Plan Snapshot
- Plan Sponsor: Darlington School
- Sponsor EIN: 580566169
- Sponsor Address: 1014 CAVE SPRING ROAD, ROME, GA, 30161
- Plan Type: 403(b)
- Total Participants: 201
- Total Assets: $43.3M
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 | 201 | $43.3M | $867,271 | $512,819 |
| 2023 | 189 | $40.0M | $823,729 | $488,361 |
| 2022 | 179 | $36.1M | $812,361 | $429,616 |
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 |
|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS, INC. | CONSULTANT | $40,989 | — | $40,989 |
| TIAA | RECORDKEEPER | $25,329 | — | $25,329 |
| SMITH & HOWARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,318
- Estimated Expense Ratio: 0.153% 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 | $66,318 | — | $66,318 | — | — |
| 2023 | $55,138 | — | $55,138 | — | — |
| 2022 | $42,663 | — | $42,663 | — | — |