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)
- 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. |
|---|---|---|---|---|
| 2025 | 105 | $12.8M | $0 | $0 |
| 2024 | 94 | $11.1M | $0 | $0 |
| 2023 | 104 | $8.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $42,919 | $3,046 | $39,823 | — | — |
| 2024 | $49,436 | $1,818 | $47,518 | — | — |
| 2023 | $34,086 | — | — | — | — |