Plan Snapshot
- Plan Sponsor: The Buckley School
- Sponsor EIN: 951750023
- Sponsor Address: 3900 STANSBURY AVE, SHERMAN OAKS, CA, 914234618
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 479
- Total Assets: $85.7M
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. |
|---|---|---|---|---|
| 2025 | 479 | $85.7M | $0 | $0 |
| 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 | Other Service Provider | $47,819 | — | $47,819 |
| ACTUARIAL BENEFITS CORP. | Recordkeeper | $7,919 | — | $7,919 |
| CLIFTON LARTSON ALEEN LLP | Other Service Provider | $7,245 | — | $7,245 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,983
- Estimated Expense Ratio: 0.073% 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 | $3,516,746 | — | $65,783 | — | — |
| 2024 | $82,349 | — | $82,349 | — | — |
| 2023 | $70,040 | — | $70,040 | — | — |
| 2022 | $63,228 | — | $63,228 | — | — |