Plan Snapshot
- Plan Sponsor: Escuela Bilingue Internacional
- Sponsor EIN: 202258099
- Sponsor Address: 4550 SAN PABLO AVENUE, EMERYVILLE, CA, 946083388
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 81 | $5.0M | $410,410 | $466,851 |
| 2023 | 99 | $4.0M | $275,411 | $410,981 |
| 2022 | 125 | $3.3M | $278,004 | $376,382 |
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 |
|---|---|---|---|---|
| MULTNOMAH GROUP INC | INVESTMENT ADVISORY | $906 | $19,094 | $20,000 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MULTNOMAH GROUP INC — INVESTMENT ADVISORY
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.404% 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 | $52,604 | — | $52,604 | — | — |
| 2023 | $4,100 | — | $4,100 | — | — |
| 2022 | — | — | — | — | — |