Plan Snapshot
- Plan Sponsor: Nashville Christian Schools INC.
- Sponsor EIN: 237122306
- Sponsor Address: 7555 SAWYER BROWN ROAD, NASHVILLE, TN, 37221
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 176 | $3.2M | $98,761 | $217,954 |
| 2023 | 163 | $2.4M | $79,485 | $183,474 |
| 2022 | 156 | $2.0M | $76,510 | $183,523 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $200 | $24,542 | $24,742 |
| CETERA INVESTMENT ADVISORS | Other Service Provider | — | $11,176 | $11,176 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,918
- Estimated Expense Ratio: 1.117% 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 | $200 | — | $200 | — | — |
| 2023 | $440 | — | $440 | — | — |
| 2022 | $120 | — | $120 | — | — |