Plan Snapshot
- Plan Sponsor: Brentwood School
- Sponsor EIN: 951426236
- Sponsor Address: 100 S BARRINGTON PLACE, LOS ANGELES, CA, 90049
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 367
- Total Assets: $99.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 367 | $99.8M | $1.5M | $2.2M |
| 2023 | 374 | $90.0M | $1.5M | $2.2M |
| 2022 | 364 | $78.2M | $1.4M | $2.0M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $78,186 | — | $78,186 |
| NFP RETIREMENT INC. | Investment Advisor | $40,083 | — | $40,083 |
| CLIFTONLARSONALLEN LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- NFP RETIREMENT INC. — Investment Advisor
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,269
- Estimated Expense Ratio: 0.140% 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 |
|---|---|---|---|---|---|
| 2024 | $143,244 | — | $142,577 | $214 | — |
| 2023 | $119,849 | — | $119,849 | — | — |
| 2022 | $94,577 | — | $94,577 | — | — |