Plan Snapshot
- Plan Sponsor: Robert Louis Stevenson School
- Sponsor EIN: 941218745
- Sponsor Address: 3152 FOREST LAKE RD, PEBBLE BEACH, CA, 939533200
- Plan Type: 403(b)
- Total Participants: 188
- Total Assets: $59.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $59.2M | $1.8M | $1.2M |
| 2023 | 189 | $53.6M | $1.7M | $1.2M |
| 2022 | 193 | $46.1M | $1.6M | $1.1M |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — 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 | $57,682 | — | — | — | — |
| 2023 | $51,179 | — | $300 | — | — |
| 2022 | $56,571 | — | — | — | — |