Plan Snapshot
- Plan Sponsor: 9 Dot Education Solutions, LLC
- Sponsor EIN: 371663300
- Sponsor Address: 320 N. HALSTEAD STREET, SUITE 140, PASADENA, CA, 91107
- Plan Type: 401(k)
- Total Participants: 2,009
- Total Assets: $101.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,009 | $101.7M | $3.8M | $8.3M |
| 2023 | 1,951 | $53.5M | $4.6M | $1.6M |
| 2022 | 743 | $40.9M | $1.2M | $3.4M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $283,077 | — | $25,950 | — | — |
| 2023 | $192,411 | — | $7,088 | — | — |
| 2022 | $191,737 | $170,922 | $20,815 | — | — |