Plan Snapshot
- Plan Sponsor: North Cobb Christian School INC.
- Sponsor EIN: 581519089
- Sponsor Address: 4500 EAGLE DR., KENNESAW, GA, 30144
- Plan Type: 403(b)
- Total Participants: 320
- Total Assets: $8.4M
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 | 320 | $8.4M | $234,748 | $656,392 |
| 2023 | 269 | $6.7M | $201,720 | $605,656 |
| 2022 | 177 | $5.1M | $120,119 | $502,437 |
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 | NONE | $664 | $66,234 | $66,898 |
| EDWARD D JONES AND CO | NONE | — | $23,515 | $23,515 |
| NICHOLS CAULEY & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NICHOLS CAULEY & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,413
- Estimated Expense Ratio: 1.072% 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 | $2,576 | — | $2,576 | — | — |
| 2023 | $2,340 | — | $2,340 | — | — |
| 2022 | $1,932 | — | $1,932 | — | — |