Plan Snapshot
- Plan Sponsor: The Thacher School
- Sponsor EIN: 951642398
- Sponsor Address: 5025 THACHER RD, OJAI, CA, 93023
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 133 | $43.2M | $1.1M | $999,329 |
| 2023 | 223 | $41.3M | $953,326 | $935,936 |
| 2022 | 222 | $35.1M | $949,925 | $950,800 |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | NONE | $27,986 | — | $27,986 |
| TIAA | NONE | $20,367 | — | $20,367 |
| VASQUEZ + COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- VASQUEZ + COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,353
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 | $13,701 | $7,094 | $2,800 | — | — |
| 2024 | $48,978 | $27,986 | — | — | — |
| 2023 | $59,556 | $33,924 | — | — | — |
| 2022 | $31,702 | $13,049 | — | — | — |