# The Heritage School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-heritage-school-inc-403b-plan

> The Heritage School, INC.'s 403(b) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$8,701|—|$8,701|

| LPL FINANCIAL LLC- RPCP|INVESTMENT ADVISORY|$5,242|$3|$5,245|

| JONES AND KOLB|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JONES AND KOLB](https://planprovider.pro/provider/jones-and-kolb) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,946

- **Estimated Expense Ratio:** 0.283% 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|$14,707|$5,244|$9,463|—|—|

| 2023|$12,534|$4,298|$8,236|—|—|

| 2022|$12,719|$12,719|—|—|—|

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