Plan Snapshot
- Plan Sponsor: Menlo School
- Sponsor EIN: 943204137
- Sponsor Address: 50 VALPARAISO AVENUE, ATHERTON, CA, 940274401
- Plan Type: 403(b)
- Total Participants: 248
- Total Assets: $111.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 248 | $111.2M | $3.4M | $2.6M |
| 2023 | 249 | $98.3M | $3.1M | $2.3M |
| 2022 | 242 | $86.3M | $3.0M | $2.2M |
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-TEACHERS INS & ANNUITY ASSOC | Recordkeeper | $170,206 | — | $170,206 |
| MORGAN STANLEY DOMESTIC HOLDINGS | Investment Advisor | $75,823 | — | $75,823 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INS & ANNUITY ASSOC — Recordkeeper
- MORGAN STANLEY DOMESTIC HOLDINGS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,029
- Estimated Expense Ratio: 0.221% 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 | $246,867 | — | $246,867 | — | — |
| 2023 | $201,647 | — | $201,191 | — | — |
| 2022 | $219,767 | — | $219,767 | — | — |