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

> Montgomery Bell Academy's DB plan: 30 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Marcus Gill, INC.](https://planprovider.pro/companies/marcus-gill-inc-plan) — 31 participants

- [The Montessori School](https://planprovider.pro/companies/the-montessori-school-401k-plan) — 25 participants

- [Lemoyne Owen College](https://planprovider.pro/companies/lemoyne-owen-college-401k-plan-003) — 23 participants

- [Bright Path, INC.](https://planprovider.pro/companies/bright-path-inc-401k-plan) — 19 participants

- [The Mccallie School](https://planprovider.pro/companies/the-mccallie-school-plan-001) — 41 participants

- [Foundation For Worldwide International Student Exchange](https://planprovider.pro/companies/foundation-for-worldwide-international-student-exchange-401k-plan) — 17 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/montgomery-bell-academy-plan-001)

© 2026 PlanProvider.Pro