Plan Snapshot
- Plan Sponsor: Whitefield Academy
- Sponsor EIN: 581224983
- Sponsor Address: ONE WHITEFIELD DRIVE, MABLETON, GA, 301265236
- Plan Type: 403(b)
- Total Participants: 167
- Total Assets: $14.2M
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 | 167 | $14.2M | $504,377 | $568,480 |
| 2023 | 158 | $12.3M | $440,798 | $520,690 |
| 2022 | 147 | $10.2M | $406,690 | $430,024 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 |
|---|---|---|---|---|---|
| 2024 | $2,602 | — | $2,602 | — | — |
| 2023 | $95 | — | $95 | — | — |
| 2022 | $25 | — | $25 | — | — |