Plan Snapshot
- Plan Sponsor: Memphis University School
- Sponsor EIN: 620545618
- Sponsor Address: 6191 PARK AVENUE, MEMPHIS, TN, 381195399
- Plan Type: 403(b)
- Total Participants: 159
- Total Assets: $35.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $35.1M | $469,733 | $588,825 |
| 2023 | 160 | $33.6M | $440,916 | $609,917 |
| 2022 | 160 | $29.3M | $421,211 | $629,036 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $18,592 | — | — | — | — |
| 2023 | $15,796 | — | — | — | — |
| 2022 | $13,577 | — | — | — | — |