Plan Snapshot
- Plan Sponsor: Creative Center Of Los Altos
- Sponsor EIN: 941527492
- Sponsor Address: 327 FREMONT AVENUE, LOS ALTOS, CA, 94024
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 208
- Total Assets: $41.5M
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 | 208 | $41.5M | $1.2M | $2.2M |
| 2023 | 201 | $36.2M | $1.1M | $2.0M |
| 2022 | 195 | $29.9M | $899,433 | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | Other Service Provider | $14,346 | — | $14,346 |
| TIAA - TEACHERS INSURANCE AND ANNUI | Recordkeeper | $13,811 | — | $13,811 |
| ARMANINO LLP | Other Service Provider | $13,773 | — | $13,773 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,930
- Estimated Expense Ratio: 0.101% 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 | $46,973 | $14,721 | $13,811 | $13,773 | — |
| 2023 | $53,672 | $23,353 | $11,218 | $15,960 | — |
| 2022 | $35,004 | — | $34,729 | — | — |