Plan Snapshot
- Plan Sponsor: The Mccallie School
- Sponsor EIN: 620475837
- Sponsor Address: 500 DODDS AVENUE, CHATTANOOGA, TN, 37404
- Plan Type: DB
- Plan Number: 001
- Total Participants: 41
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 41 | $13.3M | $0 | $0 |
| 2023 | 49 | $26.7M | $0 | $0 |
| 2022 | 52 | $26.1M | $2.3M | $0 |
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 |
|---|---|---|---|---|
| PINNACLE FINANCIAL PARTNERS, INC. | Custodian / Trustee | $143,049 | — | $143,049 |
| USI CONSULTING GROUP | Actuary | $31,520 | — | $31,520 |
| SMITH + HOWARD | Auditor | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,569
- Estimated Expense Ratio: 1.406% 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 | $204,042 | — | — | $12,000 | — |
| 2023 | $229,969 | $86,809 | — | $11,500 | — |
| 2022 | $241,133 | $168,383 | — | — | $57,350 |