Plan Snapshot
- Plan Sponsor: Maranatha High School
- Sponsor EIN: 952401932
- Sponsor Address: 169 S SAINT JOHN AVE, PASADENA, CA, 911051853
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 90
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $6.7M | $277,102 | $444,188 |
| 2023 | 89 | $6.8M | $250,029 | $372,866 |
| 2022 | 84 | $6.0M | $229,830 | $328,608 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $37,348 | — | $37,348 |
| NFP RETIREMENT, INC. | Investment Advisor | $12,997 | — | $12,997 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,345
- Estimated Expense Ratio: 0.755% 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 | $36,177 | — | $36,177 | — | — |
| 2023 | $34,122 | — | — | — | — |
| 2022 | $32,049 | — | — | — | $32,049 |