Plan Snapshot
- Plan Sponsor: George Walton Academy, INC
- Sponsor EIN: 581077042
- Sponsor Address: 1 BULLDOG DR, MONROE, GA, 306553201
- Plan Type: 403(b)
- Total Participants: 175
- Total Assets: $18.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $18.8M | $241,837 | $306,135 |
| 2023 | 172 | $18.0M | $239,582 | $311,272 |
| 2022 | 141 | $16.4M | $235,851 | $288,866 |
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 |
|---|---|---|---|---|
| TIAA-CREF INVESTMENT MANAGEMENT,LLC | NONE | $46,753 | — | $46,753 |
| TIAA-CREF MUTUAL FUNDS - TEACHERS | NONE | $44,681 | — | $44,681 |
| COSURGE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,434
- Estimated Expense Ratio: 0.485% 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 | $974 | — | — | — | — |
| 2023 | $1,827 | — | — | — | — |
| 2022 | $25 | — | — | — | — |