Plan Snapshot
- Plan Sponsor: Redwood Day School
- Sponsor EIN: 942289521
- Sponsor Address: 3245 SHEFFIELD AVENUE, OAKLAND, CA, 94602
- Plan Type: 403(b)
- Total Participants: 90
- Total Assets: $17.7M
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 | 90 | $17.7M | $459,083 | $480,132 |
| 2023 | 88 | $16.0M | $416,066 | $400,801 |
| 2022 | 76 | $14.3M | $397,868 | $377,882 |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $23,106 | — | $23,106 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,106
- Estimated Expense Ratio: 0.131% 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 | $22,731 | — | $22,731 | — | — |
| 2023 | $18,225 | — | $18,225 | — | — |
| 2022 | $21,577 | — | $21,577 | — | — |