# Hillbrook School 403(b) Plan
Source: https://planprovider.pro/companies/hillbrook-school-403b-plan

> Hillbrook School's 403(b) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISOR

- [ARMANINO, LLP](https://planprovider.pro/provider/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|

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