Plan Snapshot
- Plan Sponsor: Mid-South Independent School Business Officers, INC.
- Sponsor EIN: 582057721
- Sponsor Address: 1000 WHITLOCK AVE, MARIETTA, GA, 30064
- Plan Type: 403(b)
- Total Participants: 2,981
- Total Assets: $394.8M
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 | 2,981 | $394.8M | $7.7M | $10.6M |
| 2023 | 1,610 | $163.1M | $3.4M | $5.1M |
| 2022 | 859 | $98.5M | $1.7M | $2.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $40,508 | — | $40,508 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,508
- Estimated Expense Ratio: 0.010% 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 | $392,475 | $127,353 | — | $40,508 | — |
| 2023 | $260,429 | $55,510 | $971 | — | — |
| 2022 | $222,200 | $17,191 | — | — | — |