# Don Swanson 403(b) Plan
Source: https://planprovider.pro/companies/pulaski-academy-403b-plan

> Don Swanson's 403(b) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Don Swanson

- **Sponsor EIN:** 710424553

- **Sponsor Address:** 12701 HINSON RD, LITTLE ROCK, AR, 722123301

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

- **Total Participants:** 162

- **Total Assets:** $20.9M

## 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:** No

## Plan Financials by Year

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

| 2024|162|$20.9M|$297,934|$548,432|

| 2023|147|$19.9M|$275,402|$526,128|

| 2022|140|$17.2M|$267,768|$553,462|

## 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|

| BAKER TILLY US, LLP|Other Service Provider|$7,534|—|$7,534|

| TIAA|Other Service Provider|$6,945|—|$6,945|

| HCJ CPAS & ADVISORS PLLC|Other Service Provider|—|—|$0|

### 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) — Other Service Provider

- [HCJ CPAS & ADVISORS PLLC](https://planprovider.pro/provider/hcj-cpas-and-advisors-pllc) — Other Service Provider

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,479

- **Estimated Expense Ratio:** 0.069% 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|$14,478|—|$14,478|—|—|

| 2023|$22,915|—|$22,915|—|—|

| 2022|$23,430|—|$23,430|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pulaski-academy-403b-plan)

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