# Franklin Road Academy 403(b) Plan
Source: https://planprovider.pro/companies/franklin-road-academy-403b-plan

> Franklin Road Academy's 403(b) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Franklin Road Academy

- **Sponsor EIN:** 621138075

- **Sponsor Address:** 4700 FRANKLIN ROAD, NASHVILLE, TN, 372201136

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

- **Total Participants:** 196

- **Total Assets:** $27.3M

## 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|196|$27.3M|$688,356|$845,008|

| 2023|193|$23.8M|$595,418|$781,007|

| 2022|189|$20.1M|$554,679|$778,357|

## 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|

| TEACHERS INSURANCE & ANNUITY ASSOC|NONE|$17,053|—|$17,053|

| KRAFT CPAS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEACHERS INSURANCE & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,053

- **Estimated Expense Ratio:** 0.062% 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|$16,903|—|$16,903|—|—|

| 2023|$12,940|—|$12,940|—|—|

| 2022|$12,145|—|$12,145|—|—|

## Similar Plans

- [Southern College Of Optometry](https://planprovider.pro/companies/southern-college-of-optometry-403b-plan) — 196 participants

- [Maryville College](https://planprovider.pro/companies/maryville-college-403b-plan) — 197 participants

- [Brentwood Academy](https://planprovider.pro/companies/brentwood-academy-plan-002) — 194 participants

- [St. George'S Independent School](https://planprovider.pro/companies/st-georges-independent-school-403b-plan) — 194 participants

- [Brentwood Academy](https://planprovider.pro/companies/brentwood-academy-401k-plan) — 194 participants

- [Bryan College](https://planprovider.pro/companies/bryan-college-403b-plan) — 201 participants

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

© 2026 PlanProvider.Pro