# Rex And Margaret Fortune School Of Education 403(b) Plan
Source: https://planprovider.pro/companies/rex-and-margaret-fortune-school-of-education-plan-002

> Rex And Margaret Fortune School Of Education's 403(b) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rex And Margaret Fortune School Of Education

- **Sponsor EIN:** 943187528

- **Sponsor Address:** 2890 GATEWAY OAKS DRIVE SUITE 100, SACRAMENTO, CA, 95833

- **Plan Type:** 403(b)

- **Total Participants:** 331

- **Total Assets:** $3.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|331|$3.5M|$0|$0|

| 2023|348|$2.9M|$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|

| MOSS ADAMS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — Auditor

## 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|$33,498|—|$1,500|—|—|

| 2023|$24,002|$19,117|—|—|$4,885|

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