Plan Snapshot
- Plan Sponsor: The Altamont School
- Sponsor EIN: 630302110
- Sponsor Address: 4801 ALTAMONT ROAD, BIRMINGHAM, AL, 35222
- Plan Type: 403(b)
- Total Participants: 79
- Total Assets: $16.8M
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 | 79 | $16.8M | $233,114 | $319,259 |
| 2023 | 80 | $15.0M | $188,870 | $262,283 |
| 2022 | 72 | $12.8M | $170,377 | $230,120 |
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 |
|---|---|---|---|---|
| HAYNES DOWNARD LLP | 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 | $26,438 | $16,767 | $9,671 | — | — |
| 2023 | $19,106 | $13,810 | $5,296 | — | — |
| 2022 | $20,834 | $12,738 | $8,096 | — | — |