# Independent School Collaborative 403(b) Plan
Source: https://planprovider.pro/companies/independent-school-collaborative-403b-plan

> Independent School Collaborative's 403(b) plan: 4,083 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [MCGUIRE WOODS](https://planprovider.pro/provider/mcguirewoods-llp) — 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|—|—|

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