Plan Snapshot
- Plan Sponsor: Chinese American International School
- Sponsor EIN: 942786958
- Sponsor Address: 3250 19TH AVENUE, SAN FRANCISCO, CA, 94132
- Plan Type: 403(b)
- Total Participants: 126
- Total Assets: $29.6M
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. |
|---|---|---|---|---|
| 2025 | 126 | $29.6M | $0 | $0 |
| 2024 | 111 | $26.5M | $0 | $0 |
| 2023 | 108 | $23.4M | $0 | $0 |
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 | Auditor | $9,686 | — | $9,686 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,686
- Estimated Expense Ratio: 0.033% 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 | $70,184 | $20,000 | — | $9,686 | — |
| 2024 | $53,470 | $12,500 | — | $12,180 | — |
| 2023 | $50,564 | $12,500 | — | — | $16,800 |