# Madison-Haywood Developmental Serv 403(b) Plan
Source: https://planprovider.pro/companies/madison-haywood-developmental-serv-403b-plan

> Madison-Haywood Developmental Serv's 403(b) plan: 427 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Madison-Haywood Developmental Serv

- **Sponsor EIN:** 621046018

- **Sponsor Address:** 27 CONRAD DRIVE, JACKSON, TN, 38305

- **Plan Type:** 403(b)

- **Total Participants:** 427

- **Total Assets:** $4.1M

## 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.|

| 2025|427|$4.1M|$0|$0|

| 2024|425|$3.3M|$0|$0|

| 2023|372|$2.7M|$0|$0|

## 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|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ATA, PC](https://planprovider.pro/provider/ata-pc) — Auditor

## 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|

| 2025|$8,709|—|—|—|—|

| 2024|$6,692|—|$6,692|—|—|

| 2023|$5,177|—|—|—|—|

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