Plan Snapshot
- Plan Sponsor: The Athenian School
- Sponsor EIN: 946070808
- Sponsor Address: 2100 MOUNT DIABLO SCENIC BLVD, DANVILLE, CA, 94506
- Plan Type: 403(b)
- Total Participants: 130
- Total Assets: $39.9M
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 | 130 | $39.9M | $821,859 | $1.3M |
| 2023 | 129 | $35.7M | $760,017 | $1.3M |
| 2022 | 126 | $31.2M | $720,986 | $1.2M |
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 |
|---|---|---|---|---|
| HARSHWAL & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARSHWAL & COMPANY — 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 | $63,340 | — | $63,340 | — | — |
| 2023 | $65,780 | — | $65,780 | — | — |
| 2022 | $4,787 | — | $4,787 | — | — |