# Carlthorp School 401(k) Plan
Source: https://planprovider.pro/companies/carlthorp-school-401k-plan

> Carlthorp School's 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlthorp School

- **Sponsor EIN:** 953512203

- **Sponsor Address:** 438 SAN VICENTE BLVD, SANTA MONICA, CA, 90402

- **Plan Type:** 401(k)

- **Total Participants:** 72

- **Total Assets:** $17.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|72|$17.0M|$402,481|$568,953|

| 2023|74|$16.2M|$399,600|$613,269|

| 2022|121|$14.1M|$347,777|$508,216|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|$1,660|—|$1,660|—|—|

| 2023|$3,690|—|$3,690|—|—|

| 2022|—|—|—|—|—|

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