# Mid-South Independent School Business Officers, INC. 403(b) Plan
Source: https://planprovider.pro/companies/mid-south-independent-school-business-officers-inc-403b-plan

> Mid-South Independent School Business Officers, INC.'s 403(b) plan: 2,981 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$166,252|—|$166,252|

| RESOURCES INVESTMENT ADVISORS|ADVISOR|$86,902|—|$86,902|

| CLIFTONLARSONALLEN LLP|Auditor|$40,508|—|$40,508|

| CLIFTON LARSON ALLEN, LLP|AUDITOR|$27,508|—|$27,508|

| RESOURCES INVESTMENT ADVISORS, LLC|ADVISOR|$27,232|—|$27,232|

| TIAA - TEACHERS INSURANCE AND ANNUI|RECORD KEEPER|$24,903|—|$24,903|

| ACESS RETIREMENT SERVICES|CONSULTANT|$13,220|—|$13,220|

| LBMC, PC|AUDITOR|$13,000|—|$13,000|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [RESOURCES INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [CLIFTON LARSON ALLEN, LLP](https://planprovider.pro/provider/lbmc-pc) — AUDITOR

- [RESOURCES INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — ADVISOR

- [TIAA - TEACHERS INSURANCE AND ANNUI](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORD KEEPER

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $399,525

- **Estimated Expense Ratio:** 0.101% 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|—|—|—|

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