# Harbor Day School 403(b) Plan
Source: https://planprovider.pro/companies/harbor-day-school-403b-plan

> Harbor Day School's 403(b) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harbor Day School

- **Sponsor EIN:** 952285957

- **Sponsor Address:** 3443 PACIFIC VIEW DR, CORONA DEL MAR, CA, 926251111

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

- **Total Participants:** 84

- **Total Assets:** $23.5M

## 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|84|$23.5M|$534,963|$559,781|

| 2023|103|$21.3M|$453,555|$507,521|

| 2022|110|$19.2M|$502,479|$482,079|

## 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|ACCOUNTING|$18,480|—|$18,480|

| TIAA|RECORDKEEPER|$12,869|—|$12,869|

| FLEXPATH STRATEGIES, LLC|ADVISOR|$5,331|—|$5,331|

### Verified Provider Profiles

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

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,680

- **Estimated Expense Ratio:** 0.156% 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|$36,605|$5,331|$31,274|—|—|

| 2023|$12,874|—|$10,970|—|—|

| 2022|$10,318|—|$10,318|—|—|

## Similar Plans

- [Central Valley Opportunity Center, Incorporated](https://planprovider.pro/companies/central-valley-opportunity-center-incorporated-plan) — 84 participants

- [San Francisco Friends School](https://planprovider.pro/companies/san-francisco-friends-school-403b-plan) — 83 participants

- [Phillips Brooks School](https://planprovider.pro/companies/phillips-brooks-school-403b-plan) — 81 participants

- [Escuela Bilingue Internacional](https://planprovider.pro/companies/escuela-bilingue-internacional-401k-plan) — 81 participants

- [Ojai Valley School, INC.](https://planprovider.pro/companies/ojai-valley-school-inc-403b-plan) — 88 participants

- [Live Oak A Learning Center For Children](https://planprovider.pro/companies/live-oak-school-403b-plan-001) — 88 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harbor-day-school-403b-plan)

© 2026 PlanProvider.Pro