Plan Snapshot
- Plan Sponsor: Mayfield Senior School
- Sponsor EIN: 951816029
- Sponsor Address: 500 BELLEFONTAINE ST, PASADENA, CA, 911052439
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 247
- Total Assets: $20.2M
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. |
|---|---|---|---|---|
| 2025 | 247 | $20.2M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | — | $14,344 | $14,344 |
| CERENITY PARTNERS RETIREMENT PLAN | Other Service Provider | — | $12,500 | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,844
- Estimated Expense Ratio: 0.133% 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 |
|---|---|---|---|---|---|
| 2025 | $584,729 | — | $26,694 | — | — |
| 2024 | $44,281 | — | $44,281 | — | — |
| 2023 | $8,118 | — | $8,118 | — | — |
| 2022 | $50 | — | — | — | $50 |