Plan Snapshot
- Plan Sponsor: Santa Fe Christian Schools
- Sponsor EIN: 330103052
- Sponsor Address: 838 ACADEMY DRIVE, SOLANA BEACH, CA, 92075
- Plan Type: 403(b)
- Total Participants: 135
- Total Assets: $16.3M
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 | 135 | $16.3M | $458,470 | $1.1M |
| 2023 | 152 | $15.0M | $383,296 | $1.1M |
| 2022 | 137 | $11.9M | $378,937 | $995,219 |
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 | $66,712 | — | $66,712 |
| LPL FINANCIAL LLC | Recordkeeper | $23,825 | — | $23,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- LPL FINANCIAL LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,537
- Estimated Expense Ratio: 0.556% 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 | $90,537 | $23,825 | — | — | — |
| 2023 | $74,614 | $19,633 | — | — | — |
| 2022 | $74,699 | $19,658 | — | — | — |