# The Athenian School 403(b) Plan
Source: https://planprovider.pro/companies/the-athenian-school-403b-plan

> The Athenian School's 403(b) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BEACON POINTE ADVISORS, LLC|ADVISOR|$56,204|—|$56,204|

| TIAA|RECORDKEEPER|$7,211|—|$7,211|

| HARSHWAL & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BEACON POINTE ADVISORS, LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — ADVISOR

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

- [HARSHWAL & COMPANY](https://planprovider.pro/provider/harshwal-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,415

- **Estimated Expense Ratio:** 0.159% 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|$63,340|—|$63,340|—|—|

| 2023|$65,780|—|$65,780|—|—|

| 2022|$4,787|—|$4,787|—|—|

## Similar Plans

- [Robbins Research International, INC.](https://planprovider.pro/companies/robbins-research-international-inc-401k-plan) — 312 participants

- [Roessler Chadwick Foundation](https://planprovider.pro/companies/roessler-chadwick-foundation-403b-plan) — 316 participants

- [Age Of Learning, INC.](https://planprovider.pro/companies/age-of-learning-inc-401k-plan) — 319 participants

- [Pacific Charter Institute](https://planprovider.pro/companies/pacific-charter-institute-401k-plan) — 321 participants

- [Guide Dogs For The Blind, INC.](https://planprovider.pro/companies/guide-dogs-for-the-blind-inc-plan-002) — 333 participants

- [Oak Grove Institute Foundation, INC](https://planprovider.pro/companies/oak-grove-institute-foundation-inc-401k-plan) — 336 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-athenian-school-403b-plan)

© 2026 PlanProvider.Pro