# Chinese American International School 403(b) Plan
Source: https://planprovider.pro/companies/chinese-american-international-school-942786958-001

> Chinese American International School's 403(b) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chinese American International School

- **Sponsor EIN:** 942786958

- **Sponsor Address:** 3250 19TH AVENUE, SAN FRANCISCO, CA, 94132

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **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.|

| 2024|126|$29.6M|$589,100|$1.2M|

| 2023|111|$26.5M|$510,712|$1.0M|

| 2022|108|$23.4M|$486,477|$922,539|

## 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|

| TIAA|Recordkeeper|$40,498|—|$40,498|

| CONCURRENT INVESTMENT ADVISORS,LLC|Investment Advisor|$20,000|—|$20,000|

| ARMANINO LLP|Auditor|$9,686|—|$9,686|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [CONCURRENT INVESTMENT ADVISORS,LLC](https://planprovider.pro/provider/concurrent-investment-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,184

- **Estimated Expense Ratio:** 0.237% 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|$70,184|$20,000|—|$9,686|—|

| 2023|$53,470|$12,500|—|$12,180|—|

| 2022|$50,564|$12,500|—|—|$16,800|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chinese-american-international-school-942786958-001)

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