Plan Snapshot
- Plan Sponsor: The Archer School For Girls
- Sponsor EIN: 954463705
- Sponsor Address: 11725 WEST SUNSET BLVD, LOS ANGELES, CA, 90049
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 307
- Total Assets: $37.3M
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. |
|---|---|---|---|---|
| 2025 | 307 | $37.3M | $0 | $0 |
| 2024 | 123 | $32.7M | $756,202 | $897,595 |
| 2023 | 117 | $29.0M | $719,438 | $851,253 |
| 2022 | 118 | $25.4M | $672,394 | $745,860 |
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 | $26,930 | — | $26,930 |
| THREE BELL CAPITAL, LLC | Investment Advisor | $24,310 | — | $24,310 |
| CLIFTONLARSONALLEN LLP | Auditor | $18,196 | — | $18,196 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,436
- Estimated Expense Ratio: 0.186% 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 |
|---|---|---|---|---|---|
| 2025 | $2,273,775 | — | $73,068 | — | — |
| 2024 | $65,047 | — | $65,047 | — | — |
| 2023 | $55,475 | — | $55,475 | — | — |
| 2022 | $14,288 | — | $14,288 | — | — |