Plan Snapshot
- Plan Sponsor: California Academy Of Sciences
- Sponsor EIN: 941156258
- Sponsor Address: 55 MUSIC CONCOURSE DR., SAN FRANCISCO, CA, 94118
- Plan Type: 403(b)
- Total Participants: 611
- Total Assets: $94.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 611 | $94.7M | $1.3M | $2.6M |
| 2023 | 663 | $86.7M | $1.3M | $2.6M |
| 2022 | 364 | $75.4M | $1.2M | $2.3M |
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 |
|---|---|---|---|---|
| NWK GROUP, INC. | NONE | $160,584 | — | $160,584 |
| PRIMARK BENEFITS | CONTRACT ADMIN | $36,192 | — | $36,192 |
| RSM US LLP | NONE | $32,655 | — | $32,655 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,431
- Estimated Expense Ratio: 0.242% 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 | $125,904 | — | $125,904 | — | — |
| 2023 | $90,878 | $25,000 | — | $30,450 | — |
| 2022 | $86,320 | $18,750 | — | — | $32,550 |