Plan Snapshot
- Plan Sponsor: Sun Valley Community School, INC.
- Sponsor EIN: 820307094
- Sponsor Address: P.O. BOX 2118, SUN VALLEY, ID, 83353
- Plan Type: 403(b)
- Total Participants: 144
- Total Assets: $28.2M
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 | 144 | $28.2M | $481,853 | $484,627 |
| 2023 | 143 | $24.8M | $444,092 | $439,486 |
| 2022 | 133 | $21.5M | $419,740 | $410,793 |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS BRANCH | ADVISOR | $16,766 | — | $16,766 |
| TIAA | RECORDKEEPER | $8,141 | — | $8,141 |
| SORREN CPAS P.C. | Auditor | $2,144 | — | $2,144 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,051
- Estimated Expense Ratio: 0.096% 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 | $26,901 | — | $24,757 | $2,144 | — |
| 2023 | $31,781 | — | $30,849 | — | — |
| 2022 | $31,098 | — | $30,629 | — | — |