# Kipp Bay Area Schools 401(k) Plan
Source: https://planprovider.pro/companies/kipp-bay-area-schools-401k-plan

> Kipp Bay Area Schools's 401(k) plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kipp Bay Area Schools

- **Sponsor EIN:** 205010766

- **Sponsor Address:** 1000 BROADWAY, SUITE 460, OAKLAND, CA, 94607

- **Plan Type:** 401(k)

- **Total Participants:** 780

- **Total Assets:** $53.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|780|$53.2M|$0|$0|

| 2023|717|$42.1M|$0|$0|

## 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|

| SILICON VALLEY ACCOUNTANCY CORP|Auditor|$18,900|—|$18,900|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,900

- **Estimated Expense Ratio:** 0.036% 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|$213,631|$15,000|$56,500|$18,900|—|

| 2023|$232,226|$30,000|$111,701|—|$90,525|

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