# Montgomery Bell Academy DB Plan
Source: https://planprovider.pro/companies/montgomery-bell-academy-620513741-001

> Montgomery Bell Academy's DB plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montgomery Bell Academy

- **Sponsor EIN:** 620513741

- **Sponsor Address:** 4001 HARDING ROAD, NASHVILLE, TN, 37205

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 30

- **Total Assets:** $11.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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.|

| 2024|30|$11.2M|$0|$0|

| 2023|32|$10.9M|$0|$0|

| 2022|34|$9.9M|$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|

| USI CONSULTING GROUP|Other Service Provider|$71,300|—|$71,300|

| TRUIST BANK|Other Service Provider|$46,610|—|$46,610|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,910

- **Estimated Expense Ratio:** 1.049% 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|$127,303|$46,610|—|—|—|

| 2023|$200,098|$52,492|—|—|—|

| 2022|$160,673|$29,408|—|—|$66,095|

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