Plan Snapshot
- Plan Sponsor: Sacramento Country Day School
- Sponsor EIN: 941597352
- Sponsor Address: 2636 LATHAM DR., SACRAMENTO, CA, 958647105
- Plan Type: 403(b)
- Total Participants: 158
- Total Assets: $19.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 158 | $19.2M | $373,451 | $656,801 |
| 2023 | 163 | $17.8M | $330,087 | $594,854 |
| 2022 | 208 | $15.1M | $277,318 | $526,228 |
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 |
|---|---|---|---|---|
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT CPAS — 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 | $45,601 | — | $45,601 | — | — |
| 2023 | $35,626 | — | $35,626 | — | — |
| 2022 | $29,938 | — | $29,938 | — | — |