# The Webb Schools 403(b) Plan
Source: https://planprovider.pro/companies/the-webb-schools-403b-plan

> The Webb Schools's 403(b) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Webb Schools

- **Sponsor EIN:** 951856591

- **Sponsor Address:** 1175 WEST BASELINE ROAD, CLAREMONT, CA, 917112199

- **Plan Type:** 403(b)

- **Total Participants:** 139

- **Total Assets:** $36.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|139|$36.5M|$911,927|$733,068|

| 2023|145|$34.4M|$893,292|$688,467|

| 2022|193|$30.8M|$807,592|$675,785|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$40,718|—|$40,718|—|—|

| 2023|$36,124|—|$36,124|—|—|

| 2022|$37,828|—|$37,828|—|—|

## Similar Plans

- [Santa Catalina School](https://planprovider.pro/companies/santa-catalina-school-403b-plan) — 138 participants

- [San Francisco Day School](https://planprovider.pro/companies/san-francisco-day-school-403b-plan) — 138 participants

- [Ojai Valley School, INC.](https://planprovider.pro/companies/ojai-valley-school-inc-plan) — 137 participants

- [Palm Valley School](https://planprovider.pro/companies/palm-valley-school-403b-plan) — 137 participants

- [Lycee Francais De San Francisco](https://planprovider.pro/companies/lycee-francais-de-san-francisco-403b-plan) — 136 participants

- [Castilleja School Foundation](https://planprovider.pro/companies/castilleja-school-foundation-403b-plan) — 135 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-webb-schools-403b-plan)

© 2026 PlanProvider.Pro