# The Rabbi Harry H. Epstein School, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-rabbi-harry-h-epstein-school-inc-401k-plan

> The Rabbi Harry H. Epstein School, INC.'s 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Rabbi Harry H. Epstein School, INC.

- **Sponsor EIN:** 581164034

- **Sponsor Address:** 335 COLEWOOD WAY, NW, ATLANTA, GA, 30328

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $20.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|164|$20.8M|$336,115|$836,827|

| 2023|182|$19.0M|$302,658|$776,757|

| 2022|69|$16.2M|$271,750|$703,935|

## 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|

| CAPFINANCIAL PARTNERS|INVESTMENT ADVISORY|$47,045|—|$47,045|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$24,449|—|$24,449|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $71,494

- **Estimated Expense Ratio:** 0.344% 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|$71,494|$47,045|$24,449|—|—|

| 2023|$65,383|—|$45,528|—|—|

| 2022|$49,473|$49,473|—|—|—|

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