Plan Snapshot
- Plan Sponsor: California Teachers Association
- Sponsor EIN: 940362310
- Sponsor Address: 1705 MURCHISON DRIVE, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $160.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 388 | $160.7M | $2.0M | $5.5M |
| 2023 | 394 | $148.1M | $1.9M | $5.2M |
| 2022 | 395 | $129.8M | $1.9M | $5.1M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
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 | $109,909 | $332 | $109,577 | — | — |
| 2023 | $113,244 | $13,173 | $100,071 | — | — |
| 2022 | $164,273 | $62,059 | $102,214 | — | — |