Plan Snapshot
- Plan Sponsor: Crystal Springs Uplands School
- Sponsor EIN: 941247265
- Sponsor Address: 400 UPLANDS DRIVE, HILLSBOROUGH, CA, 940106946
- Plan Type: 403(b)
- Total Participants: 163
- Total Assets: $49.0M
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 | 163 | $49.0M | $1.1M | $1.3M |
| 2023 | 165 | $45.1M | $1.0M | $1.3M |
| 2022 | 157 | $39.0M | $966,993 | $975,813 |
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 | $41,815 | — | $41,815 |
| THREE BELL CAPITAL, LLC | ADVISOR | $14,365 | — | $14,365 |
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- HOOD & STRONG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,180
- Estimated Expense Ratio: 0.115% 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 | $32,524 | — | $32,524 | — | — |
| 2023 | $80,462 | — | $80,462 | — | — |
| 2022 | $64,519 | — | $64,519 | — | — |