Plan Ledger DOL Form 5500 · updated monthly

Currey Ingram Academy403(b)

CURREY INGRAM ACADEMY RETIREMENT PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Currey Ingram Academy reported $42,355 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,299 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 714th-largest of 1,496 plans among Tennessee employers on file, and 1,868th of 3,091 in educational services. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 180 to 246 since 2022.

Plan summary
Net assets, end of year$13,810,504
Participants with balances274
Active participants246
Employer contributions$319,464
Employee contributions$500,913
Employer contribution per active participant$1,299
Average account balance$50,403
Benefits paid to participants$1,136,520
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 274 accts · $319K emplr
2023$12.7M · 282 accts · $254K emplr
2022$11.1M · 271 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,355
Total administrative$42,355
Employer contributions to the Currey Ingram Academy plan · 2024
Employer contribution per active participant$1,299
Median for plans this size$2,416
2024$1,299 per active participant
2023$1,432 per active participant
2022$1,281 per active participant

Currey Ingram Academy's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
AMERICAN UNITED LIFE INSURANCE COMP · Recordkeeping · Participant communication$480
PRIME CAPITAL INVMT. ADV. · Investment advisory (participants) · Investment advisory (plan)$39,416

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,355 · 0.32%
2023$35,032 · 0.30%
2022$30,965 · 0.29%
Same employer
Similar plansEducational Services · Tennessee
Tennessee Wesleyan College TN$14.8M · 0.10%
Presbyterian Day School TN$14.0M · 0.32%
Brentwood Academy TN$12.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621296326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.