Plan Snapshot
- Plan Sponsor: The Head-Royce School
- Sponsor EIN: 941518656
- Sponsor Address: 4315 LINCOLN AVE., OAKLAND, CA, 94602
- Plan Type: 403(b)
- Total Participants: 184
- Total Assets: $89.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 184 | $89.0M | $1.4M | $1.7M |
| 2023 | 179 | $79.6M | $1.3M | $1.6M |
| 2022 | 168 | $68.4M | $1.2M | $1.4M |
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 |
|---|---|---|---|---|
| HOOD & STRONG LLP | Auditor | $37,350 | — | $37,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,350
- Estimated Expense Ratio: 0.042% 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 | $110,991 | $35,000 | — | $37,350 | — |
| 2023 | $66,112 | $35,000 | $1,835 | $17,250 | — |
| 2022 | $27,450 | $25,000 | — | — | — |