Plan Snapshot
- Plan Sponsor: The Schenck School, INC.
- Sponsor EIN: 580958208
- Sponsor Address: 282 MT. PARAN ROAD, NW, ATLANTA, GA, 30327
- Plan Type: 403(b)
- Total Participants: 102
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 102 | $18.6M | $409,575 | $602,118 |
| 2023 | 97 | $17.8M | $383,639 | $635,449 |
| 2022 | 114 | $16.2M | $399,199 | $621,195 |
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, P.C. | 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 | $300 | — | $300 | — | — |
| 2023 | $250 | — | $250 | — | — |
| 2022 | — | — | — | — | — |