# Tuscaloosa Academy 403(b) Plan
Source: https://planprovider.pro/companies/tuscaloosa-academy-403b-plan

> Tuscaloosa Academy's 403(b) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Tuscaloosa Academy

- **Sponsor EIN:** 630519291

- **Sponsor Address:** 420 RICE VALLEY ROAD N, TUSCALOOSA, AL, 35406

- **Plan Type:** 403(b)

- **Total Participants:** 0

- **Total Assets:** $0

## 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:** No

## Plan Financials by Year

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

| 2023|0|$0|$36,058|$68,415|

| 2022|65|$5.7M|$68,641|$127,208|

## 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|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## 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|

| 2023|$11,419|—|—|—|—|

| 2022|$24,231|—|$24,231|—|—|

## Similar Plans

- [The Highlands Day School Foundation, INC](https://planprovider.pro/companies/the-highlands-day-school-foundation-inc-403b-plan) — 64 participants

- [Saint James School](https://planprovider.pro/companies/saint-james-school-403b-plan-003) — 69 participants

- [St Lukes Episcopal School Retirement Fun](https://planprovider.pro/companies/st-lukes-episcopal-school-retirement-fun-403b-plan) — 54 participants

- [The Altamont School](https://planprovider.pro/companies/the-altamont-school-403b-plan) — 79 participants

- [Corporation For The Promotion Of Rifle Practice And Firearms Safety](https://planprovider.pro/companies/corporation-for-the-promotion-of-rifle-practice-and-firearms-safety-401k-plan) — 80 participants

- [Community Action Agency Of South Alabama](https://planprovider.pro/companies/community-action-agency-of-south-alabama-plan) — 50 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tuscaloosa-academy-403b-plan)

© 2026 PlanProvider.Pro