# The Mccallie School DB Plan
Source: https://planprovider.pro/companies/the-mccallie-school-plan-001

> The Mccallie School's DB plan: 41 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Mccallie School

- **Sponsor EIN:** 620475837

- **Sponsor Address:** 500 DODDS AVENUE, CHATTANOOGA, TN, 37404

- **Plan Type:** DB

- **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.|

| 2025|41|$13.3M|$0|$0|

| 2024|49|$26.7M|$0|$0|

| 2023|52|$26.1M|$0|$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|

| 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:** $12,000

- **Estimated Expense Ratio:** 0.090% 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|

| 2025|$204,042|—|—|$12,000|—|

| 2024|$229,969|$86,809|—|$11,500|—|

| 2023|$241,133|$168,383|—|—|$57,350|

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