Plan Snapshot
- Plan Sponsor: Dunn School
- Sponsor EIN: 951909237
- Sponsor Address: PO BOX 98, LOS OLIVOS, CA, 93441
- Plan Type: 403(b)
- Total Participants: 64
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 64 | $17.0M | $322,246 | $469,805 |
| 2023 | 63 | $15.2M | $255,150 | $461,098 |
| 2022 | 69 | $13.1M | $312,853 | $436,524 |
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 |
|---|---|---|---|---|
| CALIBER AUDIT & ATTEST, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBER AUDIT & ATTEST, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,953 | — | $3,953 | — | — |
| 2023 | $2,940 | — | $2,940 | — | — |
| 2022 | $2,449 | — | $2,449 | — | — |