Plan Snapshot
- Plan Sponsor: Viewpoint Educational Foundation
- Sponsor EIN: 952242261
- Sponsor Address: 23620 MULHOLLAND HWY, CALABASAS, CA, 913022060
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 584
- Total Assets: $83.5M
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. |
|---|---|---|---|---|
| 2025 | 584 | $83.5M | $0 | $0 |
| 2024 | 278 | $75.1M | $1.2M | $2.0M |
| 2023 | 305 | $67.2M | $1.1M | $1.9M |
| 2022 | 298 | $57.4M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $60,000 | — | $60,000 |
| TIAA | Recordkeeper | $53,209 | — | $53,209 |
| ARMANINO LLP | Auditor | $24,885 | — | $24,885 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,094
- Estimated Expense Ratio: 0.165% 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 |
|---|---|---|---|---|---|
| 2025 | $5,952,387 | — | $145,142 | — | — |
| 2024 | $137,793 | — | $132,636 | — | — |
| 2023 | $124,465 | — | $121,981 | $2,484 | — |
| 2022 | $131,235 | — | $134,313 | — | — |