Plan Snapshot
- Plan Sponsor: Harvard-Westlake School
- Sponsor EIN: 951644019
- Sponsor Address: 3700 COLDWATER CANYON AVE, STUDIO CITY, CA, 91604
- Plan Type: 403(b)
- Total Participants: 364
- Total Assets: $220.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 364 | $220.8M | $4.0M | $4.8M |
| 2023 | 363 | $197.5M | $3.7M | $4.6M |
| 2022 | 345 | $167.8M | $3.5M | $4.2M |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO 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 | $47,476 | — | $2,964 | — | — |
| 2023 | $37,044 | — | $290 | — | — |
| 2022 | $54,098 | — | — | — | — |