Plan Snapshot
- Plan Sponsor: California School Employees Association
- Sponsor EIN: 941301733
- Sponsor Address: 2045 LUNDY AVENUE, SAN JOSE, CA, 95131
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 275
- Total Assets: $85.3M
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 | 275 | $85.3M | $0 | $0 |
| 2023 | 268 | $77.5M | $0 | $0 |
| 2022 | 243 | $65.6M | $0 | $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 |
|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS INC. | Investment Advisor | $81,113 | — | $81,113 |
| MILLIMAN | Actuary | $37,900 | — | $37,900 |
| PRINCIPAL CUSTODY SOLUTIONS | Custodian / Trustee | $20,234 | — | $20,234 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CONCURRENT INVESTMENT ADVISORS INC. — Investment Advisor
- MILLIMAN — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,247
- Estimated Expense Ratio: 0.163% 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 | $139,247 | $81,113 | — | — | — |
| 2023 | $119,206 | $70,405 | — | — | — |
| 2022 | $87,495 | $61,916 | — | — | $25,579 |