Plan Snapshot
- Plan Sponsor: Mt. Paran Christian School, INC.
- Sponsor EIN: 582273158
- Sponsor Address: 1275 STANLEY ROAD, KENNESAW, GA, 30152
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 288 | $15.3M | $533,561 | $1.1M |
| 2023 | 280 | $13.0M | $356,525 | $898,233 |
| 2022 | 268 | $10.3M | $346,096 | $834,735 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $78,600 | — | $78,600 |
| MMA SECURITIES LLC | INVESTMENT ADVISORY | — | $28,215 | $28,215 |
| PENSION FINANCIAL SERVICES, INC. | CONTRACT ADMINISTRATOR | — | $12,598 | $12,598 |
| SMITH & HOWARD, PC | ACCOUNTANT | — | $10,000 | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,413
- Estimated Expense Ratio: 0.848% 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 | $78,886 | — | $78,886 | — | — |
| 2023 | $81,123 | — | $81,123 | — | — |
| 2022 | $60,967 | — | $60,967 | — | — |