# The Alfred & Adele Davis Academy 403(b) Plan
Source: https://planprovider.pro/companies/the-alfred-adele-davis-academy-403b-plan

> The Alfred & Adele Davis Academy's 403(b) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Alfred & Adele Davis Academy

- **Sponsor EIN:** 581970181

- **Sponsor Address:** 8105 ROBERTS DRIVE, ATLANTA, GA, 30350

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

- **Total Participants:** 95

- **Total Assets:** $18.9M

## 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|95|$18.9M|$269,178|$590,741|

| 2023|110|$16.7M|$243,208|$550,809|

| 2022|108|$14.7M|$226,936|$526,001|

## 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|NONE|$28,732|—|$28,732|

| SMITH & HOWARD|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) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,732

- **Estimated Expense Ratio:** 0.152% 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|$28,732|—|$28,732|—|—|

| 2023|$4,929|—|—|—|—|

| 2022|$7,387|—|—|—|—|

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