Plan Snapshot
- Plan Sponsor: Harpeth Hall School
- Sponsor EIN: 620501916
- Sponsor Address: 3801 HOBBS ROAD, NASHVILLE, TN, 372152216
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $291,172 | $269,724 |
| 2023 | 162 | $45.0M | $1.2M | $1.2M |
| 2022 | 163 | $38.8M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| LATTIMORE BLACK MORGAN & CAIN | Auditor | $26,000 | — | $26,000 |
| ACCESS RETIREMENT SERVICES LLC | Recordkeeper | $22,750 | — | $22,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LATTIMORE BLACK MORGAN & CAIN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,750
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 | — | — | — | — | — |
| 2023 | $24,375 | — | $24,375 | — | — |
| 2022 | $23,565 | — | $23,565 | — | — |