Plan Snapshot
- Plan Sponsor: Independent School Collaborative
- Sponsor EIN: 883645602
- Sponsor Address: PO BOX 4601, GREENSBORO, NC, 27404
- Plan Type: 403(b)
- Total Participants: 4,083
- Total Assets: $449.0M
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 | 4,083 | $449.0M | $7.1M | $10.9M |
| 2023 | 2,862 | $280.6M | $2.6M | $4.7M |
| 2022 | 452 | $51.7M | $45,675 | $81,007 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $465,173 | — | $465,173 |
| MMA SECURITIES LLC | ADVISOR | $278,542 | — | $278,542 |
| PENTEGRA SERVICES, INC | ADMINISTRATOR | $177,760 | — | $177,760 |
| INDEPENDENT SCHOOL COLLABORATIVE | CONSULTING | $153,065 | — | $153,065 |
| MCGUIRE WOODS | ADVISOR | $18,416 | — | $18,416 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- MMA SECURITIES LLC — ADVISOR
- MCGUIRE WOODS — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,092,956
- Estimated Expense Ratio: 0.243% 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 | $1,208,647 | — | $734,310 | $465,173 | — |
| 2023 | $183,454 | — | $154,591 | — | — |
| 2022 | $10,845 | — | $4,916 | — | — |