Plan Snapshot
- Plan Sponsor: Almaden Country Day School
- Sponsor EIN: 770451623
- Sponsor Address: 6835 TRINIDAD DR, SAN JOSE, CA, 951202006
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $12.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $12.9M | $275,614 | $889,214 |
| 2023 | 95 | $10.4M | $239,822 | $800,155 |
| 2022 | 100 | $8.0M | $215,882 | $656,971 |
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 |
|---|---|---|---|---|
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG 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 | $1,104 | — | — | — | — |
| 2023 | $634 | — | — | — | — |
| 2022 | $166,664 | — | $669 | — | — |