Plan Snapshot
- Plan Sponsor: Montgomery Bell Academy
- Sponsor EIN: 620513741
- Sponsor Address: 4001 HARDING ROAD, NASHVILLE, TN, 37205
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 30 | $11.2M | $0 | $0 |
| 2024 | 32 | $10.9M | $0 | $0 |
| 2023 | 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 |
|---|---|---|---|---|
| CROSSLIN, PLLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $127,303 | $46,610 | — | — | — |
| 2024 | $200,098 | $52,492 | — | — | — |
| 2023 | $160,673 | $29,408 | — | — | $66,095 |