# Mountain Island Charter School 403(b) Plan
Source: https://planprovider.pro/companies/mountain-island-charter-school-403b-plan

> Mountain Island Charter School's 403(b) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mountain Island Charter School

- **Sponsor EIN:** 800467949

- **Sponsor Address:** 13440 LUCIA RIVERBEND HWY, MT HOLLY, NC, 28120

- **Plan Type:** 403(b)

- **Total Participants:** 266

- **Total Assets:** $4.0M

## 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|266|$4.0M|$0|$0|

| 2023|230|$3.2M|$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|

| ELLIOTT GROUP CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIOTT GROUP CPAS PLLC](https://planprovider.pro/provider/elliott-group-cpas-pllc) — Auditor

## 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|$3,219|—|$3,219|—|—|

| 2023|$5,658|—|$5,658|—|—|

## Similar Plans

- [Brevard College Corporation](https://planprovider.pro/companies/brevard-college-corporation-403b-plan) — 274 participants

- [Measurement Incorporated](https://planprovider.pro/companies/measurement-incorporated-plan-001) — 258 participants

- [Greensboro Independent School Corp](https://planprovider.pro/companies/greensboro-independent-school-corp-403b-plan) — 254 participants

- [Classical Conversations, INC.](https://planprovider.pro/companies/classical-conversations-inc-401k-plan) — 254 participants

- [Crossnore Communities For Children, INC](https://planprovider.pro/companies/crossnore-communities-for-children-inc-401k-plan) — 278 participants

- [Mars Hill University](https://planprovider.pro/companies/mars-hill-university-401k-plan) — 253 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mountain-island-charter-school-403b-plan)

© 2026 PlanProvider.Pro