# South University Savannah, LLC 401(k) Plan
Source: https://planprovider.pro/companies/south-university-savannah-llc-401k-plan

> South University Savannah, LLC's 401(k) plan: 2,330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South University Savannah, LLC

- **Sponsor EIN:** 821659323

- **Sponsor Address:** 709 MALL BLVD, SAVANNAH, GA, 31406

- **Plan Type:** 401(k)

- **Total Participants:** 2,330

- **Total Assets:** $31.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|2,330|$31.7M|$1.0M|$3.7M|

| 2023|2,405|$25.9M|$885,303|$3.2M|

| 2022|2,261|$20.2M|$774,349|$3.0M|

## 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|

| SENTINEL BENEFITS GROUP, LLC|RECORDKEEPER|$121,776|—|$121,776|

| THE FIDUCIARY GROUP|INVESTMENT ADVISOR|$53,809|—|$53,809|

| FIDELITY INVESTMENTS|CUSTODIAN AND TRUSTEE|$10,910|—|$10,910|

| SYMPHONA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — RECORDKEEPER

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — CUSTODIAN AND TRUSTEE

- [SYMPHONA LLP](https://planprovider.pro/provider/symphona-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $186,495

- **Estimated Expense Ratio:** 0.588% 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|$186,494|$53,808|—|—|—|

| 2023|$140,888|$43,927|—|—|—|

| 2022|$128,390|$44,216|—|—|$84,174|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/south-university-savannah-llc-401k-plan)

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