# Thomas Edison Charter School 401(k) Plan
Source: https://planprovider.pro/companies/thomas-edison-charter-school-870673250-001

> Thomas Edison Charter School's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thomas Edison Charter School

- **Sponsor EIN:** 870673250

- **Sponsor Address:** 180 E. 2600 N., NORTH LOGAN, UT, 84341

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

- **Plan Number:** 001

- **Total Participants:** 92

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|92|$9.8M|$630,540|$230,006|

| 2023|92|$8.1M|$590,397|$198,886|

| 2022|87|$6.6M|$412,791|$214,104|

## 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|

| ALLEGIS/ADAMS WEALTH ADVISORS|Investment Advisor|$18,277|—|$18,277|

| NEWPORT GROUP, INC.|Recordkeeper|$18,172|—|$18,172|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEWPORT GROUP, INC.](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,449

- **Estimated Expense Ratio:** 0.370% 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|$36,449|$18,277|$215|—|—|

| 2023|$30,108|$15,043|$14,510|—|—|

| 2022|$26,143|$12,758|$13,385|—|—|

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