Plan Snapshot
- Plan Sponsor: The Ronald Reagan Presidential Foundation And Institute
- Sponsor EIN: 770054631
- Sponsor Address: 40 PRESIDENTIAL DRIVE, SUITE 200, SIMI VALLEY, CA, 930650699
- Plan Type: 403(b)
- Total Participants: 96
- Total Assets: $13.5M
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 | 96 | $13.5M | $695,520 | $387,722 |
| 2023 | 112 | $11.7M | $746,093 | $363,852 |
| 2022 | 110 | $10.7M | $460,033 | $315,418 |
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-TEACHERS INS & ANNUITY ASSOC O | NONE | $26,318 | — | $26,318 |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $21,153 | — | $21,153 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INS & ANNUITY ASSOC O — NONE
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT ADVISOR
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,471
- 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 | $47,471 | — | $47,471 | — | — |
| 2023 | $43,067 | — | $43,067 | — | — |
| 2022 | $33,913 | — | $33,913 | — | — |