Plan Snapshot
- Plan Sponsor: Rhodes College
- Sponsor EIN: 620476301
- Sponsor Address: 2000 N. PARKWAY, MEMPHIS, TN, 381121624
- Plan Type: 403(b)
- Total Participants: 778
- Total Assets: $173.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 778 | $173.9M | $2.9M | $2.6M |
| 2023 | 748 | $162.6M | $2.6M | $2.4M |
| 2022 | 707 | $146.9M | $2.4M | $2.3M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $1,082 | $23 | — | — | — |
| 2023 | $1,392 | — | — | — | — |
| 2022 | $491 | — | — | — | — |