# The Altamont School 403(b) Plan
Source: https://planprovider.pro/companies/the-altamont-school-403b-plan

> The Altamont School's 403(b) plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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