Plan Snapshot
- Plan Sponsor: Mount Vernon Presbyterian School INC.
- Sponsor EIN: 582054415
- Sponsor Address: 510 MT. VERNON HIGHWAY, N.E., ATLANTA, GA, 303284141
- Plan Type: 403(b)
- Total Participants: 523
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 523 | $22.1M | $849,652 | $1.3M |
| 2023 | 327 | $19.7M | $410,274 | $634,067 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD | 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 |
|---|---|---|---|---|---|
| 2024 | $87,641 | — | $42,971 | — | — |
| 2023 | $25,017 | — | $25,017 | — | — |