# Tattnall Square Academy 401(k) Plan
Source: https://planprovider.pro/companies/tattnall-square-academy-401k-plan

> Tattnall Square Academy's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tattnall Square Academy

- **Sponsor EIN:** 581048421

- **Sponsor Address:** 111 TROJAN TRAIL, MACON, GA, 312103091

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

- **Total Participants:** 119

- **Total Assets:** $6.7M

## 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|119|$6.7M|$113,003|$173,820|

| 2023|123|$6.2M|$110,533|$160,473|

| 2022|105|$5.5M|$106,400|$155,411|

## 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|

| WELLS FARGO ADVISORS LLC|INVESTMENT ADVISOR|$27,137|—|$27,137|

| HOWARD MOORE & MCDUFFIE PC|AUDITOR|$18,903|—|$18,903|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,040

- **Estimated Expense Ratio:** 0.691% 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|$15,377|—|—|—|—|

| 2023|$375|—|$375|—|—|

| 2022|$2,125|—|—|—|$2,125|

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