# California Academy Of Sciences 403(b) Plan
Source: https://planprovider.pro/companies/california-academy-of-sciences-403b-plan

> California Academy Of Sciences&#39;s 403(b) plan: 611 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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