Plan Snapshot
- Plan Sponsor: California School Employees Association
- Sponsor EIN: 941301733
- Sponsor Address: 2045 LUNDY AVENUE, SAN JOSE, CA, 95131
- Plan Type: DC
- Total Participants: 276
- Total Assets: $42.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 276 | $42.1M | $196,576 | $1.2M |
| 2023 | 269 | $37.0M | $177,017 | $1.3M |
| 2022 | 257 | $31.9M | $190,001 | $1.4M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $42,246 | — | $42,246 |
| NWK GROUP INC | NONE | $26,750 | — | $26,750 |
| MATRIX TRUST COMPANY | NONE | $11,422 | — | $11,422 |
| GILBERT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- MATRIX TRUST COMPANY — NONE
- GILBERT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,418
- Estimated Expense Ratio: 0.191% 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 | $80,418 | $26,750 | — | — | — |
| 2023 | $60,974 | $23,250 | — | — | — |
| 2022 | $13,922 | — | — | — | $13,922 |