Plan Snapshot
- Plan Sponsor: The Heritage School, INC.
- Sponsor EIN: 581077670
- Sponsor Address: 2093 HIGHWAY 29 NORTH, NEWNAN, GA, 302633350
- Plan Type: 403(b)
- Total Participants: 117
- Total Assets: $4.9M
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 | 117 | $4.9M | $105,545 | $215,858 |
| 2023 | 113 | $4.9M | $106,707 | $206,931 |
| 2022 | 107 | $4.8M | $17,658 | $200,126 |
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 |
|---|---|---|---|---|
| JONES AND KOLB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES AND KOLB — Auditor
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 | $14,707 | $5,244 | $9,463 | — | — |
| 2023 | $12,534 | $4,298 | $8,236 | — | — |
| 2022 | $12,719 | $12,719 | — | — | — |