Plan Snapshot
- Plan Sponsor: Escuela Bilingue Internacional
- Sponsor EIN: 202258099
- Sponsor Address: 4550 SAN PABLO AVENUE, EMERYVILLE, CA, 946083388
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 111
- Total Assets: $6.1M
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. |
|---|---|---|---|---|
| 2025 | 111 | $6.1M | $0 | $0 |
| 2024 | 81 | $5.0M | $410,410 | $466,851 |
| 2023 | 99 | $4.0M | $275,411 | $410,981 |
| 2022 | 100 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $17,522 | — | $17,522 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,522
- Estimated Expense Ratio: 0.289% 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 |
|---|---|---|---|---|---|
| 2025 | $620,791 | — | $17,523 | — | — |
| 2024 | $52,604 | — | $52,604 | — | — |
| 2023 | $4,100 | — | $4,100 | — | — |
| 2022 | $128,138 | — | — | — | — |