Plan Snapshot
- Plan Sponsor: Webb School Of Knoxville
- Sponsor EIN: 620550980
- Sponsor Address: 9800 WEBB SCHOOL DRIVE, KNOXVILLE, TN, 37923
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 455
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 455 | $45.0M | $0 | $0 |
| 2024 | 266 | $41.3M | $821,374 | $701,923 |
| 2023 | 264 | $36.8M | $698,191 | $590,929 |
| 2022 | 257 | $33.6M | $664,808 | $555,483 |
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 |
|---|---|---|---|---|
| RODEFER MOSS & CO, PLLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $3,247,657 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |