Plan Snapshot
- Plan Sponsor: The Chandler School
- Sponsor EIN: 951983538
- Sponsor Address: 1005 ARMADA DRIVE, PASADENA, CA, 91103
- Plan Type: 403(b)
- Total Participants: 77
- Total Assets: $20.5M
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 | 77 | $20.5M | $442,977 | $438,753 |
| 2023 | 76 | $19.1M | $408,714 | $468,531 |
| 2022 | 79 | $17.6M | $409,246 | $495,679 |
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 | $21,212 | — | $21,212 |
| MORGAN STANLEY | ADVISOR | $20,851 | — | $20,851 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- MORGAN STANLEY — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,063
- Estimated Expense Ratio: 0.205% 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 | $44,826 | — | $44,826 | — | — |
| 2023 | $47,995 | — | $47,995 | — | — |
| 2022 | $41,591 | — | $41,591 | — | — |