Plan Snapshot
- Plan Sponsor: Prager University Foundation
- Sponsor EIN: 271763901
- Sponsor Address: 15021 VENTURA BOULEVARD, SHERMAN OAKS, CA, 91403
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $5.5M
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 | 182 | $5.5M | $794,564 | $942,051 |
| 2023 | 134 | $3.7M | $488,051 | $582,003 |
| 2022 | 125 | $2.0M | $364,309 | $416,543 |
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 |
|---|---|---|---|---|
| CBIZ CPA'S P.C. | 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 | $4,128 | $3,492 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |