# Mayfield Senior School 401(k) Plan
Source: https://planprovider.pro/companies/mayfield-senior-school-401k-plan

> Mayfield Senior School's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [KIECKHAFER SCHIFFER LLP](https://planprovider.pro/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|

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