Plan Snapshot
- Plan Sponsor: Notre Dame High School
- Sponsor EIN: 941275235
- Sponsor Address: 596 SOUTH 2ND STREET, SAN JOSE, CA, 95112
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 104 | $15.5M | $568,649 | $1.1M |
| 2023 | 104 | $12.6M | $508,886 | $1.1M |
| 2022 | 101 | $10.7M | $484,525 | $993,523 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,007 | $32,571 | — | — | — |
| 2023 | $1,728,684 | — | -$4,074 | — | — |
| 2022 | $2,728,879 | — | -$7,595 | — | — |