Plan Snapshot
- Plan Sponsor: Mayfield Junior School
- Sponsor EIN: 952559423
- Sponsor Address: 405 S. EUCLID AVENUE, PASADENA, CA, 91101
- Plan Type: 403(b)
- Total Participants: 100
- Total Assets: $27.9M
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. |
|---|---|---|---|---|
| 2024 | 100 | $27.9M | $694,148 | $606,181 |
| 2023 | 98 | $24.3M | $643,444 | $563,791 |
| 2022 | 104 | $21.1M | $568,873 | $540,750 |
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 | RECORDKEEPER | $12,615 | — | $12,615 |
| MORGAN STANLEY | ADVISOR | $7,432 | — | $7,432 |
| SMITH & HOWARD, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- MORGAN STANLEY — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,047
- Estimated Expense Ratio: 0.072% 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 | $20,047 | — | $20,047 | — | — |
| 2023 | $24,960 | — | $24,960 | — | — |
| 2022 | $29,158 | — | $29,158 | — | — |