# Foundation For Atlanta Veterans Education And Research, INC. 403(b) Plan
Source: https://planprovider.pro/companies/foundation-for-atlanta-veterans-education-and-research-inc-581857346-403

> Foundation For Atlanta Veterans Education And Research, INC.'s 403(b) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foundation For Atlanta Veterans Education And Research, INC.

- **Sponsor EIN:** 581857346

- **Sponsor Address:** 1670 CLAIRMONT ROAD, 151F, DECATUR, GA, 30033

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

- **Plan Number:** 403

- **Total Participants:** 47

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|47|$12.0M|$93,137|$355,016|

| 2023|47|$12.2M|$88,813|$341,556|

| 2022|56|$10.4M|$96,480|$350,035|

## 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|

| CBIZ INVESTMENT ADVISORY SERVICES|Other Service Provider|$105|$29,850|$29,955|

| CBIZ BENEFITS & INSURANCE SERVICES|Recordkeeper|—|$11,092|$11,092|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,047

- **Estimated Expense Ratio:** 0.343% 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|$64,365|$582|$63,158|—|—|

| 2023|$53,655|$180|$53,250|—|—|

| 2022|$32,670|—|—|—|$32,670|

## Similar Plans

- [Hanwha Q Cells Usa, INC.](https://planprovider.pro/companies/hanwha-q-cells-usa-inc-830576552-501) — 900 participants

- [Tes Usa INC](https://planprovider.pro/companies/tes-usa-inc-990369518-505) — 347 participants

- [Augusta Biomedical Research Corporation](https://planprovider.pro/companies/augusta-biomedical-research-corporation-581857974-001) — 1 participants

- [Alimera Sciences INC.](https://planprovider.pro/companies/alimera-sciences-inc-401k-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/foundation-for-atlanta-veterans-education-and-research-inc-581857346-403)

© 2026 PlanProvider.Pro