# Sun Valley Community School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/sun-valley-community-school-inc-403b-plan

> Sun Valley Community School, INC.'s 403(b) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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