# Porter-Gaud School 403(b) Plan
Source: https://planprovider.pro/companies/porter-gaud-school-403b-plan

> Porter-Gaud School's 403(b) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Porter-Gaud School

- **Sponsor EIN:** 570342032

- **Sponsor Address:** 300 ALBEMARLE ROAD, CHARLESTON, SC, 29407

- **Plan Type:** 403(b)

- **Total Participants:** 320

- **Total Assets:** $53.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|320|$53.8M|$1.9M|$989,434|

| 2023|362|$51.1M|$1.7M|$929,043|

| 2022|341|$44.7M|$1.6M|$887,559|

## 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|RECORDKEEPER|$49,864|—|$49,864|

| SMITH & HOWARD PC|AUDITOR|$12,000|—|$12,000|

| CBIZ INVESTMENT ADVISORY|ADVISOR|$7,821|—|$7,821|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,685

- **Estimated Expense Ratio:** 0.130% 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|$71,985|—|$71,985|—|—|

| 2023|$57,509|$5,854|—|$8,200|—|

| 2022|$49,641|—|$49,641|—|—|

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