Plan Snapshot
- Plan Sponsor: Fulton Science Academy Private School, INC.
- Sponsor EIN: 611684239
- Sponsor Address: 3035 FANFARE WAY, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 125 | $3.4M | $0 | $0 |
| 2024 | 124 | $2.6M | $0 | $0 |
| 2023 | 127 | $1.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| MARSHALL JONES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $32,972 | — | $32,472 | — | — |
| 2024 | $25,845 | — | $25,845 | — | — |
| 2023 | $26,299 | — | $26,299 | — | — |