Plan Snapshot
- Plan Sponsor: Alliance College Ready Public Schools
- Sponsor EIN: 954779029
- Sponsor Address: 601 S. FIGUEROA STREET, 4TH FLOOR, LOS ANGELES, CA, 90017
- Plan Type: 403(b)
- Total Participants: 369
- Total Assets: $6.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2022 | 369 | $6.9M | $0 | $0 |
| 2021 | 323 | $8.0M | $0 | $0 |
| 2020 | 298 | $6.7M | $0 | $0 |
| 2019 | 251 | $5.9M | $0 | $0 |
| 2018 | 238 | $4.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES 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 |
|---|---|---|---|---|---|
| 2022 | $35,884 | — | $35,884 | — | — |
| 2021 | $41,787 | — | — | — | — |
| 2020 | $37,952 | — | $37,952 | — | — |
| 2019 | $37,870 | — | $37,870 | — | — |
| 2018 | $30,324 | — | $30,324 | — | — |