# Sage Hill School 403(b) Plan
Source: https://planprovider.pro/companies/sage-hill-school-403b-plan

> Sage Hill School's 403(b) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sage Hill School

- **Sponsor EIN:** 330729698

- **Sponsor Address:** 20402 NEWPORT COAST DR, NEWPORT COAST, CA, 926570300

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

- **Total Participants:** 120

- **Total Assets:** $29.0M

## 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|120|$29.0M|$929,621|$1.2M|

| 2023|118|$24.6M|$811,964|$1.1M|

| 2022|115|$19.7M|$613,844|$940,320|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$28,065|—|$28,065|—|—|

| 2023|$28,114|—|$28,114|—|—|

| 2022|$32,032|—|$32,032|—|—|

## Similar Plans

- [Safety Center Incorporated](https://planprovider.pro/companies/safety-center-incorporated-401k-plan) — 121 participants

- [Bridges Academy](https://planprovider.pro/companies/bridges-academy-plan) — 121 participants

- [Summer Search Foundation](https://planprovider.pro/companies/summer-search-foundation-401k-plan) — 122 participants

- [California Health Sciences University, LLC](https://planprovider.pro/companies/california-health-sciences-university-401k-plan) — 117 participants

- [The Pegasus School](https://planprovider.pro/companies/the-pegasus-school-403b-plan) — 123 participants

- [Center For The Collaborative Classroom](https://planprovider.pro/companies/center-for-the-collaborative-classroom-403b-plan) — 123 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sage-hill-school-403b-plan)

© 2026 PlanProvider.Pro