Plan Snapshot
- Plan Sponsor: The Lovett School, INC.
- Sponsor EIN: 580619038
- Sponsor Address: 4075 PACES FERRY ROAD NW, ATLANTA, GA, 303273009
- Plan Type: 403(b)
- Total Participants: 837
- Total Assets: $125.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 837 | $125.7M | $2.9M | $2.5M |
| 2023 | 675 | $116.7M | $2.9M | $2.4M |
| 2022 | 658 | $103.1M | $2.8M | $2.3M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $87,157 | — | — | — | — |
| 2023 | $74,355 | — | $895 | — | — |
| 2022 | $68,935 | — | — | — | — |