Plan Snapshot
- Plan Sponsor: The Bishop'S School
- Sponsor EIN: 951642362
- Sponsor Address: 7607 LA JOLLA BLVD, LA JOLLA, CA, 92037
- Plan Type: 403(b)
- Total Participants: 270
- Total Assets: $79.1M
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 | 270 | $79.1M | $1.8M | $2.1M |
| 2023 | 278 | $68.7M | $1.6M | $2.0M |
| 2022 | 373 | $60.4M | $1.5M | $1.8M |
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 |
|---|---|---|---|---|
| WEST RHODE & ROBERTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST RHODE & ROBERTS — 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 | $90,841 | — | $90,551 | — | — |
| 2023 | $64,558 | — | $64,269 | — | — |
| 2022 | $20,112 | — | $19,792 | — | — |