Plan Snapshot
- Plan Sponsor: Childrens Day School
- Sponsor EIN: 943248631
- Sponsor Address: 333 DOLORES STREET, SAN FRANCISCO, CA, 94110
- Plan Type: 403(b)
- Total Participants: 110
- Total Assets: $17.0M
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. |
|---|---|---|---|---|
| 2024 | 110 | $17.0M | $503,363 | $757,918 |
| 2023 | 110 | $14.0M | $465,475 | $688,228 |
| 2022 | 99 | $11.6M | $394,175 | $638,030 |
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 |
|---|---|---|---|---|
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG 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 | $5,985 | — | $5,985 | — | — |
| 2023 | $12,610 | — | $12,610 | — | — |
| 2022 | $8,533 | — | $8,533 | — | — |