Plan Snapshot
- Plan Sponsor: Jesuit High School Of Sacramento
- Sponsor EIN: 941525873
- Sponsor Address: 1200 JACOB LANE, CARMICHAEL, CA, 956086024
- Plan Type: 403(b)
- Total Participants: 127
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 127 | $27.2M | $798,909 | $856,839 |
| 2023 | 130 | $24.2M | $759,566 | $829,271 |
| 2022 | 127 | $20.0M | $831,981 | $798,397 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $58,603 | — | $58,603 |
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $904 | $17,886 | $18,790 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,393
- Estimated Expense Ratio: 0.284% 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 | $59,357 | $58,603 | $754 | — | — |
| 2023 | $51,466 | $50,890 | $576 | — | — |
| 2022 | $45,973 | $45,327 | $646 | — | — |