# The Roger Bacon Academy 401(k) Plan
Source: https://planprovider.pro/companies/the-roger-bacon-academy-401k-plan

> The Roger Bacon Academy's 401(k) plan: 305 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Roger Bacon Academy

- **Sponsor EIN:** 562132157

- **Sponsor Address:** 3610 THADDEUS LOTT LANE, LELAND, NC, 28451

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

- **Total Participants:** 305

- **Total Assets:** $11.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|305|$11.2M|$462,963|$988,258|

| 2023|325|$9.2M|$432,323|$898,222|

| 2022|330|$7.1M|$464,225|$868,986|

## 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|

| THOMAS, JUDY & TUCKER|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|$64,980|$32,611|—|—|—|

| 2023|$54,554|$25,173|—|—|—|

| 2022|$47,477|$19,683|—|—|—|

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