# California Western School Of Law 403(b) Plan
Source: https://planprovider.pro/companies/california-western-school-of-law-403b-plan

> California Western School Of Law's 403(b) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/west-rhode-and-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|

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