# Paideia School 403(b) Plan
Source: https://planprovider.pro/companies/paideia-school-403b-plan

> Paideia School's 403(b) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CONTRACT ADMINISTRATOR

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|

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