Plan Snapshot
- Plan Sponsor: Republic Schools, INC.
- Sponsor EIN: 465280479
- Sponsor Address: 1300 56TH AVENUE NORTH, NASHVILLE, TN, 372091404
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 243 | $3.2M | $349,770 | $419,555 |
| 2022 | 217 | $2.7M | $310,085 | $368,719 |
| 2019 | 148 | $1.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| DALGREPONT & BRIAN, CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $6,192 | — | $6,192 | — | — |
| 2022 | $5,563 | — | $5,563 | — | — |
| 2019 | $2,925 | — | $2,925 | — | — |