# Ums-Wright Preparatory School 403(b) Plan
Source: https://planprovider.pro/companies/ums-wright-preparatory-school-403b-plan

> Ums-Wright Preparatory School's 403(b) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ums-Wright Preparatory School

- **Sponsor EIN:** 630310782

- **Sponsor Address:** 65 MOBILE STREET, MOBILE, AL, 366073120

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

- **Total Participants:** 189

- **Total Assets:** $27.2M

## 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.|

| 2024|189|$27.2M|$417,106|$650,458|

| 2023|188|$23.6M|$391,293|$575,135|

| 2022|176|$20.6M|$381,860|$536,803|

## 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, DUKES & BUCKALEW, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SMITH, DUKES & BUCKALEW, LLP](https://planprovider.pro/provider/smith-dukes-and-buckalew-llp) — 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|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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