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

> University School Of Nashville's 403(b) plan: 215 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — NONE

- [LBMC, PC](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-school-of-nashville-403b-plan)

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