Plan Snapshot
- Plan Sponsor: St. Andrews On The Marsh, INC.
- Sponsor EIN: 581298241
- Sponsor Address: 601 PENN WALLER ROAD, SAVANNAH, GA, 314105136
- Plan Type: 403(b)
- Total Participants: 112
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $8.2M | $92,621 | $293,137 |
| 2023 | 112 | $7.2M | $65,322 | $277,906 |
| 2022 | 119 | $6.0M | $62,543 | $269,292 |
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 LL | 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 | $23,258 | — | $23,258 | — | — |
| 2023 | $20,224 | — | $20,224 | — | — |
| 2022 | $19,903 | — | $19,903 | — | — |