# Southern Regional Education Board 403(b) Plan
Source: https://planprovider.pro/companies/southern-regional-education-board-403b-plan

> Southern Regional Education Board's 403(b) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Regional Education Board

- **Sponsor EIN:** 580566141

- **Sponsor Address:** 592 10TH ST NW, ATLANTA, GA, 30318

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

- **Total Participants:** 127

- **Total Assets:** $51.1M

## 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:** No

## Plan Financials by Year

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

| 2024|127|$51.1M|$1.1M|$879,051|

| 2023|119|$48.7M|$941,183|$763,050|

| 2022|110|$43.6M|$980,013|$817,891|

## 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|

| FLEXPATH STRATEGIES, LLC|ADVISOR|$17,639|—|$17,639|

| TIAA|RECORDKEEPER|$14,911|—|$14,911|

| RAYMOND JAMES & ASSOCIATES INC.|RECORDKEEPER|$7,817|—|$7,817|

| WARREN AVERETT, LLC|Auditor|—|—|$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) — RECORDKEEPER

- [RAYMOND JAMES & ASSOCIATES INC.](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,367

- **Estimated Expense Ratio:** 0.079% 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|$44,663|—|$27,024|—|—|

| 2023|$49,969|—|$35,086|—|—|

| 2022|$63,093|$13,606|$49,487|—|—|

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