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)
- Plan Number: 001
- Total Participants: 228
- Total Assets: $15.8M
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. |
|---|---|---|---|---|
| 2025 | 228 | $15.8M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $25,957 | — | $25,957 |
| TIAA-TEACHERS INS & ANNUITY ASSOC O | Other Service Provider | $25,150 | — | $25,150 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,107
- Estimated Expense Ratio: 0.323% 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 |
|---|---|---|---|---|---|
| 2025 | $992,158 | — | $50,957 | — | — |
| 2024 | $47,471 | — | $47,471 | — | — |
| 2023 | $43,067 | — | $43,067 | — | — |
| 2022 | $33,913 | — | $33,913 | — | — |