# Alliance College Ready Public Schools 403(b) Plan
Source: https://planprovider.pro/companies/alliance-college-ready-public-schools-472892698-001

> Alliance College Ready Public Schools's 403(b) plan: 483 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Alliance College Ready Public Schools

- **Sponsor EIN:** 472892698

- **Sponsor Address:** 601 S. FIGUEROA STREET, 4TH FLOOR, LOS ANGELES, CA, 90017

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 483

- **Total Assets:** $13.9M

## 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.|

| 2025|483|$13.9M|$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|

| LINCOLN NATIONAL CORPORATION|Recordkeeper|$59,859|—|$59,859|

| ALLIANT INSURANCE SERVICES, INC.|Recordkeeper|$26,749|—|$26,749|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,608

- **Estimated Expense Ratio:** 0.622% of plan assets

### 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|

| 2025|$1,094,722|—|$64,595|—|—|

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