# University School Of Jackson 403(b) Plan
Source: https://planprovider.pro/companies/university-school-of-jackson-403b-plan

> University School Of Jackson's 403(b) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| REYNOLDS BONE & GRIESBECK PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [REYNOLDS BONE & GRIESBECK PLC](https://planprovider.pro/provider/reynolds-bone-and-griesbeck-plc) — 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|$61,905|—|$61,905|—|—|

| 2023|$57,234|—|$57,234|—|—|

| 2022|$57,344|—|$57,344|—|—|

| 2019|—|—|—|—|—|

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