Plan Snapshot
- Plan Sponsor: The Mccallie School
- Sponsor EIN: 620475837
- Sponsor Address: 500 DODDS AVENUE, CHATTANOOGA, TN, 37404
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $57.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 336 | $57.7M | $1.6M | $1.7M |
| 2023 | 318 | $51.8M | $1.4M | $1.6M |
| 2022 | 301 | $42.8M | $1.1M | $1.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,304 | — | $19,304 |
| SMITH & HOWARD, PC | Auditor | $5,069 | — | $5,069 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,373
- Estimated Expense Ratio: 0.042% 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 | $21,298 | — | -$3,075 | $5,069 | — |
| 2023 | $34,063 | $30,975 | — | $6,601 | — |
| 2022 | $26,066 | $26,378 | — | — | — |