Plan Snapshot
- Plan Sponsor: Center For The Collaborative Classroom
- Sponsor EIN: 942311291
- Sponsor Address: 1001 MARINA VILLAGE PARKWAY, ALAMEDA, CA, 94501
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 189
- Total Assets: $27.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 189 | $27.4M | $0 | $0 |
| 2024 | 123 | $24.0M | $410,281 | $1.3M |
| 2023 | 119 | $20.3M | $368,313 | $1.2M |
| 2022 | 120 | $17.2M | $284,692 | $891,038 |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Other Service Provider | $19,688 | — | $19,688 |
| CAP FINANCIAL PARTNERS, LLC | Investment Advisor | $16,684 | — | $16,684 |
| PENTEGRA SERVICES, INC | Recordkeeper | $8,430 | — | $8,430 |
| TIAA | Recordkeeper | $7,632 | — | $7,632 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,434
- Estimated Expense Ratio: 0.192% 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 |
|---|---|---|---|---|---|
| 2025 | $2,683,036 | — | $52,283 | -$66 | — |
| 2024 | $50,025 | — | $50,808 | -$783 | — |
| 2023 | $16,790 | — | $13,937 | $2,853 | — |
| 2022 | $9,667 | — | $9,667 | — | — |