Plan Snapshot
- Plan Sponsor: University School Of Nashville
- Sponsor EIN: 237424429
- Sponsor Address: 2000 EDGEHILL AVE, NASHVILLE, TN, 372122116
- Plan Type: 403(b)
- Total Participants: 215
- Total Assets: $44.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 215 | $44.5M | $945,022 | $1.4M |
| 2023 | 212 | $38.5M | $880,541 | $1.4M |
| 2022 | 204 | $33.8M | $889,140 | $1.5M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $51,116 | — | $51,116 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $30,067 | — | $30,067 |
| ACCESS RETIREMENT SERVICES, LLC | NONE | $15,033 | — | $15,033 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,216
- Estimated Expense Ratio: 0.216% 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 | $96,216 | — | $96,216 | — | — |
| 2023 | $83,120 | — | $80,567 | — | — |
| 2022 | $89,890 | $34,997 | $54,893 | — | — |