# Francis Parker School Of Louisville, INC. 403(b) Plan
Source: https://planprovider.pro/companies/francis-parker-school-of-louisville-inc-310896538-001

> Francis Parker School Of Louisville, INC.'s 403(b) plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Francis Parker School Of Louisville, INC.

- **Sponsor EIN:** 310896538

- **Sponsor Address:** 233 W. BROADWAY, LOUISVILLE, KY, 40202

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

- **Plan Number:** 001

- **Total Participants:** 85

- **Total Assets:** $12.0M

## 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|85|$12.0M|$191,103|$349,918|

| 2023|64|$10.8M|$209,287|$350,467|

| 2022|79|$10.0M|$191,477|$303,636|

## 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|

| STEGNER INVESTMENT ASSOCIATES, INC.|Investment Advisor|$20,000|—|$20,000|

| CAPITAL GROUP RETIREMENT PLAN SERV|Recordkeeper|$7,160|—|$7,160|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STEGNER INVESTMENT ASSOCIATES, INC.](https://planprovider.pro/provider/stegner-investment-associates-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,160

- **Estimated Expense Ratio:** 0.226% 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|$22,306|—|$22,306|—|—|

| 2023|$31,293|—|$31,293|—|—|

| 2022|$26,791|—|$26,791|—|—|

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