Plan Snapshot
- Plan Sponsor: California Institute Of The Arts
- Sponsor EIN: 956102146
- Sponsor Address: 24700 MCBEAN PARKWAY, VALENCIA, CA, 91355
- Plan Type: 403(b)
- Total Participants: 502
- Total Assets: $97.0M
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 | 502 | $97.0M | $2.3M | $3.3M |
| 2023 | 497 | $89.9M | $2.1M | $2.9M |
| 2022 | 484 | $76.6M | $1.8M | $2.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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 | $67,788 | — | — | — | — |
| 2023 | $58,624 | $58,624 | — | — | — |
| 2022 | $51,850 | — | — | — | — |