Plan Snapshot
- Plan Sponsor: The Buckley School
- Sponsor EIN: 951750023
- Sponsor Address: 3900 STANSBURY AVE, SHERMAN OAKS, CA, 914234618
- Plan Type: 403(b)
- Total Participants: 202
- Total Assets: $75.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 202 | $75.2M | $1.1M | $1.5M |
| 2023 | 196 | $70.0M | $1.1M | $1.4M |
| 2022 | 198 | $60.6M | $1.0M | $1.3M |
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 | $42,516 | — | $42,516 |
| CLIFTON LARTSON ALEEN LLP | Auditor | $19,490 | — | $19,490 |
| ACTUARIAL BENEFITS CORP. | Recordkeeper | $8,719 | — | $8,719 |
| PLANPILOT, LLC | Other Service Provider | $8,625 | — | $8,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- CLIFTON LARTSON ALEEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,350
- Estimated Expense Ratio: 0.106% 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 | $82,349 | — | $82,349 | — | — |
| 2023 | $70,040 | — | $70,040 | — | — |
| 2022 | $63,228 | — | $63,228 | — | — |