Plan Snapshot
- Plan Sponsor: Moreau Catholic High School
- Sponsor EIN: 941609000
- Sponsor Address: 27170 MISSION BLVD, HAYWARD, CA, 945444135
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 108 | $16.4M | $434,279 | $777,510 |
| 2023 | 105 | $14.4M | $354,699 | $672,270 |
| 2022 | 146 | $13.8M | $323,358 | $632,273 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | Investment Advisor | $15,000 | — | $15,000 |
| PAYCHEX, INC. | Recordkeeper | $14,184 | — | $14,184 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,184
- Estimated Expense Ratio: 0.178% 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 | $33,119 | $15,000 | $17,259 | — | — |
| 2023 | $27,591 | $14,535 | $2,368 | — | — |
| 2022 | $51,722 | $41,712 | $10,010 | — | — |