# The Ronald Reagan Presidential Foundation And Institute 403(b) Plan
Source: https://planprovider.pro/companies/the-ronald-reagan-presidential-foundation-and-institute-403b-plan

> The Ronald Reagan Presidential Foundation And Institute's 403(b) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|

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