Plan Snapshot
- Plan Sponsor: Evangelical Christian School
- Sponsor EIN: 620728732
- Sponsor Address: 7600 MACON ROAD, CORDOVA, TN, 38088
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 173
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $10.1M | $152,175 | $508,063 |
| 2023 | 168 | $8.8M | $148,019 | $487,326 |
| 2022 | 163 | $7.4M | $132,801 | $433,374 |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS CO | Other Service Provider | $13,773 | — | $13,773 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $9,845 | — | $9,845 |
| FOUTS & MORGAN CPAS PC | Other Service Provider | $7,830 | — | $7,830 |
| BURLEIGH CONSULTING GROUP | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,448
- Estimated Expense Ratio: 0.362% 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 | $38,393 | $15,718 | $5,000 | $7,830 | — |
| 2023 | $32,461 | $12,427 | $5,000 | $7,455 | — |
| 2022 | $37,211 | — | $18,111 | — | $19,100 |