Plan Snapshot
- Plan Sponsor: Hillbrook School
- Sponsor EIN: 940382325
- Sponsor Address: 300 MARCHMONT DRIVE, LOS GATOS, CA, 95032
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 97 | $19.5M | $577,725 | $698,372 |
| 2023 | 89 | $17.2M | $516,555 | $609,525 |
| 2022 | 85 | $14.5M | $453,500 | $576,674 |
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 |
|---|---|---|---|---|
| TIAA-TEACHERS INSUR & ANNUITY ASSOC | RECORDKEEPER | $29,645 | — | $29,645 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISOR | $8,895 | — | $8,895 |
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSUR & ANNUITY ASSOC — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISOR
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,540
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 | $12,713 | $2,624 | $10,089 | — | — |
| 2024 | $37,940 | $8,895 | $29,045 | — | — |
| 2023 | $40,593 | $16,814 | $23,779 | — | — |
| 2022 | $34,909 | $7,408 | $22,001 | — | $5,500 |