Plan Snapshot
- Plan Sponsor: Ninth District Opportunity, INC.
- Sponsor EIN: 580974656
- Sponsor Address: 308 SPRING STREET, SW, GAINESVILLE, GA, 30501
- Plan Type: 403(b)
- Total Participants: 467
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 467 | $12.9M | $453,204 | $676,385 |
| 2023 | 305 | $12.3M | $429,222 | $651,378 |
| 2022 | 447 | $10.8M | $389,832 | $616,278 |
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 |
|---|---|---|---|---|
| ALEXANDER, ALMAND & BANGS, LLP | 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 | $57,824 | — | $57,824 | — | — |
| 2023 | $52,827 | — | $52,827 | — | — |
| 2022 | $49,589 | — | $49,589 | — | — |