# Meeting Street Schools 403(b) Plan
Source: https://planprovider.pro/companies/meeting-street-schools-403b-plan

> Meeting Street Schools's 403(b) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meeting Street Schools

- **Sponsor EIN:** 204587841

- **Sponsor Address:** 200 MEETING STREET, CHARLESTON, SC, 29401

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

- **Total Participants:** 326

- **Total Assets:** $9.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|326|$9.7M|$605,014|$1.4M|

| 2023|380|$7.7M|$475,949|$1.2M|

| 2022|358|$5.5M|$404,715|$1.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$46,671|—|$46,671|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$17,785|—|$17,785|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$11,926|—|$11,926|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$8,076|—|$8,076|

| ELLIOT DAVIS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIOT DAVIS, LLC](https://planprovider.pro/provider/elliott-davis-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,458

- **Estimated Expense Ratio:** 0.867% 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|$84,531|—|$84,531|—|—|

| 2023|$65,100|—|$65,100|—|—|

| 2022|$56,208|—|$56,208|—|—|

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