Plan Snapshot
- Plan Sponsor: The Hutchison School
- Sponsor EIN: 620540400
- Sponsor Address: 1740 RIDGEWAY ROAD, MEMPHIS, TN, 381195314
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $637,366 | $857,789 |
| 2022 | 298 | $27.2M | $677,862 | $909,427 |
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 |
|---|---|---|---|---|
| REYNOLDS, BONE & GRIESBECK PLC | ACCOUNTANT/AUDITOR | $25,775 | — | $25,775 |
| TEACHERS INSURANCE & ANNUITY ASSOC. | TPA | $12,455 | — | $12,455 |
| DUNCAN WILLIAMS ASSET MANAGEMENT | INVESTMENT ADVISOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS, BONE & GRIESBECK PLC — ACCOUNTANT/AUDITOR
- TEACHERS INSURANCE & ANNUITY ASSOC. — TPA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,230
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 |
|---|---|---|---|---|---|
| 2023 | $51,418 | — | $51,418 | — | — |
| 2022 | $48,230 | — | $48,230 | — | — |