# California School Employees Association DB Plan
Source: https://planprovider.pro/companies/california-school-employees-association-941301733-001

> California School Employees Association's DB plan: 274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California School Employees Association

- **Sponsor EIN:** 941301733

- **Sponsor Address:** 2045 LUNDY AVENUE, SAN JOSE, CA, 95131

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 274

- **Total Assets:** $273.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|274|$273.5M|$4.0M|$0|

| 2023|271|$260.1M|$5.0M|$0|

| 2022|246|$233.5M|$5.0M|$0|

## 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|

| MEKETA|Investment Advisor|$175,478|—|$175,478|

| MILLIMAN|Actuary|$136,019|—|$136,019|

| MATRIX TRUST COMPANY|Custodian / Trustee|$63,848|—|$63,848|

| US BANK|Custodian / Trustee|$37,725|—|$37,725|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Actuary

- [US BANK](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $413,070

- **Estimated Expense Ratio:** 0.151% 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|$413,070|$239,326|—|—|—|

| 2023|$490,154|$293,241|—|—|—|

| 2022|$509,764|$262,739|$247,025|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-school-employees-association-941301733-001)

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