# George Walton Academy, INC 403(b) Plan
Source: https://planprovider.pro/companies/george-walton-academy-inc-403b-plan

> George Walton Academy, INC's 403(b) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [TIAA-CREF INVESTMENT MANAGEMENT,LLC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [TIAA-CREF MUTUAL FUNDS - TEACHERS](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:** $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|—|—|—|—|

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