Plan Snapshot
- Plan Sponsor: Mayfield Senior School
- Sponsor EIN: 951816029
- Sponsor Address: 500 BELLEFONTAINE ST, PASADENA, CA, 911052439
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $17.3M
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 | 161 | $17.3M | $336,251 | $529,685 |
| 2023 | 81 | $15.8M | $281,501 | $441,826 |
| 2022 | 79 | $13.0M | $212,869 | $362,648 |
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 |
|---|---|---|---|---|
| CERENITY PARTNERS RETIREMENT PLAN | Other Service Provider | $31,250 | — | $31,250 |
| TIAA | Other Service Provider | $13,031 | — | $13,031 |
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Other Service Provider
- KIECKHAFER SCHIFFER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,281
- Estimated Expense Ratio: 0.255% 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 | $44,281 | — | $44,281 | — | — |
| 2023 | $8,118 | — | $8,118 | — | — |
| 2022 | $50 | — | — | — | $50 |