Plan Snapshot
- Plan Sponsor: Jackson Christian School
- Sponsor EIN: 620985812
- Sponsor Address: 832 COUNTRY CLUB LANE, JACKSON, TN, 38305
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 232
- Total Assets: $6.9M
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 | 232 | $6.9M | $161,789 | $193,691 |
| 2023 | 228 | $6.7M | $166,830 | $169,948 |
| 2022 | 217 | $6.2M | $151,558 | $168,851 |
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 |
|---|---|---|---|---|
| ATA, PC | 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 | $40,201 | — | $40,201 | — | — |
| 2023 | $36,337 | — | $36,337 | — | — |
| 2022 | $31,715 | — | $31,715 | — | — |