Plan Snapshot
- Plan Sponsor: Valley Christian School System
- Sponsor EIN: 951803684
- Sponsor Address: 10818 ARTESIA BLVD, CERRITOS, CA, 907032628
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 135
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 135 | $5.2M | $0 | $0 |
| 2024 | 102 | $3.7M | $254,911 | $505,543 |
| 2023 | 96 | $2.7M | $205,572 | $469,843 |
| 2022 | 104 | $1.6M | $152,004 | $472,219 |
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 |
|---|---|---|---|---|
| CAPINCROUSE LLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $32,962 | — | $9,608 | — | — |
| 2024 | $7,670 | — | $7,670 | — | — |
| 2023 | $7,155 | — | $7,155 | — | — |
| 2022 | $6,655 | — | $6,655 | — | — |