Plan Snapshot
- Plan Sponsor: University School Of Jackson
- Sponsor EIN: 621320697
- Sponsor Address: 232 MCCLELLAN ROAD, JACKSON, TN, 383055359
- Plan Type: 403(b)
- Total Participants: 116
- Total Assets: $14.7M
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 | 116 | $14.7M | $294,721 | $444,687 |
| 2023 | 117 | $14.0M | $243,129 | $413,458 |
| 2022 | 120 | $13.3M | $243,308 | $429,964 |
| 2019 | 123 | $13.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| BRADLEY W LITTLE | Investment Advisor | $10,629 | — | $10,629 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,629
- Estimated Expense Ratio: 0.072% 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 | $61,905 | — | $61,905 | — | — |
| 2023 | $57,234 | — | $57,234 | — | — |
| 2022 | $57,344 | — | $57,344 | — | — |
| 2019 | — | — | — | — | — |