# Whitefield Academy 403(b) Plan
Source: https://planprovider.pro/companies/whitefield-academy-403b-plan

> Whitefield Academy's 403(b) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UBS|ADVISOR|$34,231|—|$34,231|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,231

- **Estimated Expense Ratio:** 0.242% 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|$2,602|—|$2,602|—|—|

| 2023|$95|—|$95|—|—|

| 2022|$25|—|$25|—|—|

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