# California School Employees Association DC Plan
Source: https://planprovider.pro/companies/california-school-employees-association-plan-004

> California School Employees Association's DC plan: 276 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:** 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.](https://planprovider.pro/provider/milliman) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [GILBERT CPA](https://planprovider.pro/provider/gilbert-cpas) — 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|

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