Plan Snapshot
- Plan Sponsor: Lagrange College
- Sponsor EIN: 580566199
- Sponsor Address: 601 BROAD STREET, LAGRANGE, GA, 30240
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $13,984 | $61,663 |
| 2022 | 213 | $28.0M | $115,911 | $495,613 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | ADVISOR | $23,490 | — | $23,490 |
| TIAA | RECORDKEEPER | $14,405 | — | $14,405 |
| MAULDIN & JENKINS | AUDITOR | $12,350 | — | $12,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — ADVISOR
- TIAA — RECORDKEEPER
- MAULDIN & JENKINS — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,245
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 |
|---|---|---|---|---|---|
| 2023 | $1,944 | — | $1,944 | — | — |
| 2022 | $54,627 | — | $54,627 | — | — |