Plan Snapshot
- Plan Sponsor: The Master'S University And Seminary
- Sponsor EIN: 956001907
- Sponsor Address: 21726 PLACERITA CANYON RD, SANTA CLARITA, CA, 913211200
- Plan Type: 403(b)
- Total Participants: 338
- Total Assets: $49.0M
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 | 338 | $49.0M | $978,331 | $1.5M |
| 2023 | 350 | $42.9M | $777,307 | $1.3M |
| 2022 | 318 | $36.8M | $701,711 | $1.2M |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLP | Auditor | $16,200 | — | $16,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,200
- Estimated Expense Ratio: 0.033% 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 | $76,544 | $15,000 | — | $16,200 | — |
| 2023 | $65,160 | $15,000 | — | $15,000 | — |
| 2022 | $44,748 | $15,000 | — | — | — |