# High Meadows School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/high-meadows-school-inc-403b-plan

> High Meadows School, INC.'s 403(b) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT ADVISOR|$29,797|—|$29,797|

| AMA CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,797

- **Estimated Expense Ratio:** 0.284% 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|$1,847|—|$1,847|—|—|

| 2023|$702|—|$702|—|—|

| 2022|$469|—|$469|—|—|

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