# The College Preparatory School 403(b) Plan
Source: https://planprovider.pro/companies/the-college-preparatory-school-403b-plan

> The College Preparatory School's 403(b) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The College Preparatory School

- **Sponsor EIN:** 941492272

- **Sponsor Address:** 6100 BROADWAY, OAKLAND, CA, 94618

- **Plan Type:** 403(b)

- **Total Participants:** 93

- **Total Assets:** $49.7M

## 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|93|$49.7M|$662,003|$913,933|

| 2023|91|$44.6M|$622,718|$819,873|

| 2022|91|$40.3M|$595,054|$842,836|

## 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|

| MORGAN STANLEY|ADVISOR|$30,433|—|$30,433|

| TIAA|RECORDKEEPER|$28,979|—|$28,979|

| SMITH & HOWARD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,412

- **Estimated Expense Ratio:** 0.120% 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|$59,262|—|$59,262|—|—|

| 2023|$59,013|—|$59,013|—|—|

| 2022|$64,552|—|$64,552|—|—|

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