Plan Snapshot
- Plan Sponsor: Paideia School
- Sponsor EIN: 237089522
- Sponsor Address: 1509 S PONCE DE LEON AVE, ATLANTA, GA, 30307
- Plan Type: 403(b)
- Total Participants: 224
- Total Assets: $80.6M
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 | 224 | $80.6M | $1.2M | $1.6M |
| 2023 | 214 | $73.9M | $1.2M | $1.7M |
| 2022 | 214 | $65.4M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INS AND ANNUITY ASSOC | CONTRACT ADMINISTRATOR | $37,844 | — | $37,844 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $12,752 | — | $12,752 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INS AND ANNUITY ASSOC — CONTRACT ADMINISTRATOR
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISOR
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,596
- Estimated Expense Ratio: 0.063% 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 | $50,596 | $12,752 | $37,844 | — | — |
| 2023 | $68,364 | $32,604 | $35,760 | — | — |
| 2022 | $48,236 | $12,381 | $35,855 | — | — |