Plan Snapshot
- Plan Sponsor: California Western School Of Law
- Sponsor EIN: 952944594
- Sponsor Address: 225 CEDAR ST., SAN DIEGO, CA, 92101
- Plan Type: 403(b)
- Total Participants: 110
- Total Assets: $72.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $72.4M | $755,048 | $999,081 |
| 2023 | 120 | $71.0M | $812,885 | $1.1M |
| 2022 | 137 | $64.4M | $884,460 | $1.1M |
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 |
|---|---|---|---|---|
| WEST, RHODE & ROBERTS | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST, RHODE & ROBERTS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.022% 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 | $89,478 | $30,295 | — | $16,000 | — |
| 2023 | $79,710 | $30,008 | — | $11,330 | — |
| 2022 | $77,968 | $30,000 | — | — | $11,000 |