# Curtis School Foundation 403(b) Plan
Source: https://planprovider.pro/companies/curtis-school-403b-plan

> Curtis School Foundation's 403(b) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Curtis School Foundation

- **Sponsor EIN:** 510188298

- **Sponsor Address:** 15871 MULHOLLAND DR, LOS ANGELES, CA, 90049

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

- **Total Participants:** 110

- **Total Assets:** $33.6M

## 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|110|$33.6M|$632,882|$675,178|

| 2023|105|$31.6M|$580,087|$650,399|

| 2022|103|$29.0M|$552,669|$637,522|

## 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|$1,100|—|$1,100|

### Verified Provider Profiles

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

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,100

- **Estimated Expense Ratio:** 0.003% 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|$41,755|—|$40,655|$1,100|—|

| 2023|$44,201|—|$41,537|$2,664|—|

| 2022|$75|—|$75|—|—|

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