Plan Snapshot
- Plan Sponsor: Valley Christian Schools
- Sponsor EIN: 941495182
- Sponsor Address: 100 SKYWAY DRIVE, SAN JOSE, CA, 95111
- Plan Type: 403(b)
- Total Participants: 799
- Total Assets: $57.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 799 | $57.1M | $2.6M | $3.5M |
| 2023 | 677 | $48.0M | $2.2M | $3.2M |
| 2022 | 455 | $39.8M | $1.7M | $2.7M |
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 |
|---|---|---|---|---|
| CRAWFORD PIMENTAL CORPORATION | 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 |
|---|---|---|---|---|---|
| 2024 | $159,580 | — | $159,580 | — | — |
| 2023 | $105,663 | — | $105,663 | — | — |
| 2022 | $100,675 | — | $100,675 | — | — |