Plan Snapshot
- Plan Sponsor: Savannah Country Day School, INC.
- Sponsor EIN: 580655290
- Sponsor Address: 824 STILLWOOD DRIVE, SAVANNAH, GA, 314192643
- Plan Type: 403(b)
- Total Participants: 202
- Total Assets: $54.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 202 | $54.6M | $587,780 | $930,474 |
| 2023 | 243 | $48.3M | $515,208 | $891,337 |
| 2022 | 222 | $43.2M | $503,237 | $882,960 |
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 |
|---|---|---|---|---|
| HOLLAND, BROMLEY, BARNHILL & BRETT | 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 | $86,970 | — | $86,970 | — | — |
| 2023 | $67,794 | — | $67,794 | — | — |
| 2022 | $72,140 | — | $72,140 | — | — |