Plan Ledger DOL Form 5500 · updated monthly

Tattnall Square Academy403(b)

TATTNALL SQUARE ACADEMY RETIREMENT PLAN · MACON, GA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Tattnall Square Academy reported $15,377 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $950 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 0.04% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Georgia (1,485th of 2,160), and 2,360th of 3,091 in educational services. In 2024, employees put in $1.54 for every $1.00 the employer contributed; active participation has grown from 105 to 119 since 2022.

Plan summary
Net assets, end of year$6,666,511
Participants with balances136
Active participants119
Employer contributions$113,003
Employee contributions$173,820
Employer contribution per active participant$950
Average account balance$49,018
Benefits paid to participants$414,984
Plan auditUnmodified (clean) audit opinion
AuditorHOWARD MOORE & MCDUFFIE PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 136 accts · $113K emplr
2023$6.2M · 146 accts · $111K emplr
2022$5.5M · 144 accts · $106K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,377
Total administrative$15,377
The Tattnall Square Academy 401(k) match · 2024
Employer contribution per active participant$950
Median for plans this size$1,313
2024$950 per active participant
2023$899 per active participant
2022$1,013 per active participant

Tattnall Square Academy's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$27,137
HOWARD MOORE & MCDUFFIE PC$18,903
DEFINITI LLC · Contract administrator$4,559
CAPITAL GROUP RETIREMENT PLAN SERV$447

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

Administrative cost history3
2024$15,377 · 0.24%
2023$375 · 0.01%
2022$2,125 · 0.04%
Similar plansEducational Services · Georgia
Point University GA$7.0M · 0.59%
Cerifi, LLC GA$6.5M · 0.07%
The Heritage School, Inc. GA$4.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581048421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.