Plan Snapshot
- Plan Sponsor: Southside Christian School
- Sponsor EIN: 743095222
- Sponsor Address: 2211 WOODRUFF ROAD, SIMPSONVILLE, SC, 29681
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 276
- Total Assets: $12.9M
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 | 276 | $12.9M | $440,295 | $530,033 |
| 2023 | 264 | $11.0M | $391,659 | $477,632 |
| 2022 | 267 | $9.3M | $353,303 | $452,880 |
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 |
|---|---|---|---|---|
| MARTIN SMITH AND COMPANY CPAS PA | 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 | $25,119 | — | $25,119 | — | — |
| 2023 | $25,956 | — | $25,956 | — | — |
| 2022 | $26,292 | — | $26,292 | — | — |