# Davidson Day School 401(k) Plan
Source: https://planprovider.pro/companies/davidson-day-school-111976223-001

> Davidson Day School's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Davidson Day School

- **Sponsor EIN:** 111976223

- **Sponsor Address:** 750 JETTON STREET, DAVIDSON, NC, 28036

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 148

- **Total Assets:** $6.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|148|$6.6M|$189,116|$372,903|

| 2023|145|$5.6M|$172,079|$377,481|

| 2022|129|$4.7M|$150,745|$305,600|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Other Service Provider|$34,389|—|$34,389|

| CORNERSTONE WEALTH GROUP, LLC|Investment Advisor|$16,021|—|$16,021|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,410

- **Estimated Expense Ratio:** 0.761% 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|$35,564|—|—|—|—|

| 2023|$35,682|—|$440|—|—|

| 2022|$30,129|—|$870|—|—|

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