Plan Snapshot
- Plan Sponsor: Partnership For Los Angeles Schools
- Sponsor EIN: 261759681
- Sponsor Address: 1055 WILSHIRE BLVD, LOS ANGELES, CA, 90017
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 105
- Total Assets: $12.8M
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 | 105 | $12.8M | $657,763 | $876,120 |
| 2023 | 94 | $11.1M | $656,671 | $852,634 |
| 2022 | 104 | $8.5M | $559,804 | $753,224 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $40,425 | — | $40,425 |
| LINCOLN INVESTMENT PLANNING INC | Recordkeeper | — | $18,661 | $18,661 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN INVESTMENT PLANNING INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,086
- Estimated Expense Ratio: 0.461% 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 | $42,919 | $3,046 | $39,823 | — | — |
| 2023 | $49,436 | $1,818 | $47,518 | — | — |
| 2022 | $34,086 | — | — | — | — |