# Durham Academy, INC. 403(b) Plan
Source: https://planprovider.pro/companies/durham-academy-inc-403b-plan

> Durham Academy, INC.'s 403(b) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Durham Academy, INC.

- **Sponsor EIN:** 560538019

- **Sponsor Address:** 3130 PICKETT ROAD, DURHAM, NC, 277056008

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

- **Total Participants:** 401

- **Total Assets:** $70.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|401|$70.7M|$1.3M|$2.1M|

| 2023|403|$64.3M|$1.2M|$2.0M|

| 2022|413|$57.0M|$1.2M|$2.0M|

## 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|

| PRUDENTIAL RETIREMENT INSURANCE AND|LOAN, ADMINISTRATION, TRA|$29,755|—|$29,755|

| THOMAS, JUDY & TUCKER PA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,755

- **Estimated Expense Ratio:** 0.042% 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|$30,489|—|$30,489|—|—|

| 2023|$62,166|—|$62,166|—|—|

| 2022|$64,814|—|$64,814|—|—|

## Similar Plans

- [Catawba College](https://planprovider.pro/companies/catawba-college-403b-plan) — 398 participants

- [Methodist University](https://planprovider.pro/companies/methodist-university-403b-plan) — 387 participants

- [Lenoir-Rhyne University](https://planprovider.pro/companies/lenoir-rhyne-university-403b-plan) — 384 participants

- [Meredith College](https://planprovider.pro/companies/meredith-college-403b-plan) — 419 participants

- [Davidson College](https://planprovider.pro/companies/davidson-college-403b-plan-001) — 422 participants

- [Charlotte Country Day School](https://planprovider.pro/companies/charlotte-country-day-school-403b-plan) — 427 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/durham-academy-inc-403b-plan)

© 2026 PlanProvider.Pro