Plan Snapshot
- Plan Sponsor: High Meadows School, INC.
- Sponsor EIN: 581846247
- Sponsor Address: 1055 WILLEO ROAD, ROSWELL, GA, 30075
- Plan Type: 403(b)
- Total Participants: 64
- Total Assets: $10.5M
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 | 64 | $10.5M | $151,607 | $271,321 |
| 2023 | 52 | $9.4M | $117,624 | $224,212 |
| 2022 | 48 | $7.9M | $97,947 | $202,555 |
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 |
|---|---|---|---|---|
| AMA CPA, LLC | 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 |
|---|---|---|---|---|---|
| 2024 | $1,847 | — | $1,847 | — | — |
| 2023 | $702 | — | $702 | — | — |
| 2022 | $469 | — | $469 | — | — |