Plan Snapshot
- Plan Sponsor: King'S Ridge Christian School
- Sponsor EIN: 582600863
- Sponsor Address: 2765 BETHANY BEND, ALPHARETTA, GA, 30004
- Plan Type: 403(b)
- Total Participants: 172
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $10.7M | $270,268 | $790,851 |
| 2023 | 218 | $10.3M | $64,085 | $200,830 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | CONTRACT ADMINISTRATOR | $55,315 | — | $55,315 |
| ERISA SERVICES INC | CONTACT ADMINISTRATOR | $3,076 | $16,145 | $19,221 |
| JONES AND KOLB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERISA SERVICES INC — CONTACT ADMINISTRATOR
- JONES AND KOLB — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,536
- Estimated Expense Ratio: 0.699% 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 | $58,394 | — | $58,394 | — | — |
| 2023 | $14,671 | — | $14,671 | — | — |