Plan Ledger DOL Form 5500 · updated monthly

Tallulah Falls School Inc403(b)

TALLULAH FALLS SCHOOL RETIREMENT PLAN · TALLULAH FALLS, GA · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Tallulah Falls School Inc reported $200 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,817 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Georgia (1,083rd of 2,160), and 1,912th of 3,091 in educational services. In 2022, employees put in $1.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,039,621
Participants with balances174
Active participants80
Employer contributions$305,356
Employee contributions$305,356
Employer contribution per active participant$3,817
Average account balance$74,940
Benefits paid to participants$434,305
Plan auditUnmodified (clean) audit opinion
AuditorMIXON, MIXON, BROWN & TENCH, CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $258K emplr
2022$13.0M · 174 accts · $305K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$200
Total administrative$200
Employer contributions to the Tallulah Falls School Inc plan · 2022
Employer contribution per active participant$3,817
Median for plans this size$2,266

Tallulah Falls School Inc's 2022 employer contribution ran above the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$200 · 0.00%
All plans at this employer2
TALLULAH FALLS SCHOOL RETIREMENT PLAN403(b)
TALLULAH FALLS SCHOOL TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansEducational Services · Georgia
Rabun Gap-Nacoochee School GA$15.2M · 0.00%
Reinhardt University GA$15.0M · 0.29%
Whitefield Academy GA$14.2M · 0.02%
The Howard School, Inc. GA$13.5M · 1.08%
United Parents, Inc. GA$11.6M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 580600867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.