Plan Snapshot
- Plan Sponsor: Huntingdon College
- Sponsor EIN: 630288841
- Sponsor Address: 1500 EAST FAIRVIEW AVENUE, MONTGOMERY, AL, 36106
- Plan Type: 403(b)
- Total Participants: 267
- Total Assets: $33.5M
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 | 267 | $33.5M | $493,426 | $710,477 |
| 2023 | 240 | $29.8M | $473,657 | $665,727 |
| 2022 | 223 | $26.0M | $475,571 | $659,400 |
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 |
|---|---|---|---|---|
| JACKSON THORNTON & CO., P.C. | Auditor | $4,872 | — | $4,872 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,872
- Estimated Expense Ratio: 0.015% 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 | $109,513 | — | $104,641 | $4,872 | — |
| 2023 | $72,060 | $38,120 | $30,240 | $1,200 | — |
| 2022 | $68,602 | — | — | — | $68,602 |