# Tennessee Association Of Independent Schools 403(b) Plan
Source: https://planprovider.pro/companies/tennessee-association-of-independent-schools-403b-plan

> Tennessee Association Of Independent Schools's 403(b) plan: 894 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tennessee Association Of Independent Schools

- **Sponsor EIN:** 311772278

- **Sponsor Address:** 1740 RIDGEWAY ROAD, MEMPHIS, TN, 38119

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

- **Total Participants:** 894

- **Total Assets:** $98.4M

## 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:** Yes

## Plan Financials by Year

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

| 2024|894|$98.4M|$2.0M|$2.7M|

| 2023|751|$76.5M|$127,889|$131,451|

## 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|

| TIAA - TEACHERS INSURANCE & ANNUITY|INVESTMENT ADVISOR|$57,456|—|$57,456|

| DUNCAN WILLIAMS ASSET MANAGEMENT|INVESTMENT ADVISOR|$51,914|—|$51,914|

| TN ASSOC OF INDEPENDENT SCHOOLS|PLAN ADMINISTRATOR|$36,781|—|$36,781|

| PENTEGRA SERVICES, INC.|THIRD PARTY ADMIN|$32,985|—|$32,985|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA - TEACHERS INSURANCE & ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $179,136

- **Estimated Expense Ratio:** 0.182% 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|$191,081|—|$177,547|—|—|

| 2023|$23,490|—|$11,195|$12,295|—|

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- [South College Of Tennessee Dba South College](https://planprovider.pro/companies/south-college-of-tennessee-dba-south-college-401k-plan) — 1,261 participants

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