Plan Snapshot
- Plan Sponsor: Heights Christian Schools
- Sponsor EIN: 953622135
- Sponsor Address: 1225 N. HACIENDA ROAD, LA HABRA HEIGHTS, CA, 90631
- Plan Type: DC
- Total Participants: 247
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 247 | $7.4M | $60,310 | $356,123 |
| 2023 | 248 | $6.3M | $107,094 | $365,699 |
| 2022 | 253 | $5.6M | $110,528 | $378,303 |
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 |
|---|---|---|---|---|
| SWENSON CORPORATION | AUDITOR | $8,292 | — | $8,292 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,292
- Estimated Expense Ratio: 0.112% 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 | $10,728 | — | — | $8,292 | — |
| 2023 | $9,211 | — | — | $6,763 | — |
| 2022 | $2,531 | — | $2,531 | — | — |