# Darlington School 403(b) Plan
Source: https://planprovider.pro/companies/darlington-school-403b-plan

> Darlington School's 403(b) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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