# Providence Day School, INC 403(b) Plan
Source: https://planprovider.pro/companies/providence-day-school-inc-560952382-001

> Providence Day School, INC's 403(b) plan: 404 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Providence Day School, INC

- **Sponsor EIN:** 560952382

- **Sponsor Address:** 5800 SARDIS ROAD, CHARLOTTE, NC, 28270

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

- **Plan Number:** 001

- **Total Participants:** 404

- **Total Assets:** $76.3M

## 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|404|$76.3M|$1.4M|$2.1M|

| 2023|406|$70.1M|$1.3M|$2.0M|

| 2022|393|$64.7M|$1.2M|$1.9M|

## 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|

| MMA SECURITIES|Investment Advisor|$56,250|—|$56,250|

| TIAA|Recordkeeper|$39,840|—|$39,840|

| MCGUIRE WOODS|ERISA Attorney|$9,288|—|$9,288|

### Verified Provider Profiles

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — Investment Advisor

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

- [MCGUIRE WOODS](https://planprovider.pro/provider/mcguirewoods-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,378

- **Estimated Expense Ratio:** 0.138% 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|$105,049|—|$105,001|—|—|

| 2023|$77,697|—|$77,697|—|—|

| 2022|$74,156|—|$74,156|—|—|

## Similar Plans

- [Duke University](https://planprovider.pro/companies/duke-university-403b-plan) — 49,781 participants

- [Duke University](https://planprovider.pro/companies/duke-university-plan-002) — 22,655 participants

- [Independent School Collaborative](https://planprovider.pro/companies/independent-school-collaborative-403b-plan) — 4,083 participants

- [Wake Forest University](https://planprovider.pro/companies/wake-forest-university-403b-plan) — 3,314 participants

- [Wake Forest University Health Sciences](https://planprovider.pro/companies/wake-forest-university-health-sciences-plan) — 1,997 participants

- [Campbell University](https://planprovider.pro/companies/campbell-university-403b-plan) — 1,862 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/providence-day-school-inc-560952382-001)

© 2026 PlanProvider.Pro