# The King'S Academy 403(b) Plan
Source: https://planprovider.pro/companies/the-king-s-academy-770287771-001

> The King'S Academy's 403(b) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The King'S Academy

- **Sponsor EIN:** 770287771

- **Sponsor Address:** 562 NORTH BRITTON AVE, SUNNYVALE, CA, 94085

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

- **Plan Number:** 001

- **Total Participants:** 264

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|264|$17.3M|$652,551|$1.1M|

| 2023|146|$16.2M|$637,506|$991,677|

| 2022|124|$13.5M|$567,753|$921,805|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$51,872|$3,797|$55,669|

| CHARLES SCHWAB BANK|Recordkeeper|—|$5,526|$5,526|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,195

- **Estimated Expense Ratio:** 0.353% 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|$51,874|—|$51,874|—|—|

| 2023|$45,521|—|$45,521|—|—|

| 2022|$40,453|—|$40,453|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-king-s-academy-770287771-001)

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