Plan Snapshot
- Plan Sponsor: Vistamar School
- Sponsor EIN: 141841085
- Sponsor Address: 737 HAWAII STREET, EL SEGUNDO, CA, 902454816
- Plan Type: 403(b)
- Total Participants: 55
- Total Assets: $11.8M
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 | 55 | $11.8M | $0 | $0 |
| 2024 | 58 | $10.0M | $0 | $0 |
| 2023 | 60 | $8.8M | $0 | $0 |
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 | $847 | — | $847 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $847
- Estimated Expense Ratio: 0.007% 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 | $9,165 | — | $8,318 | $847 | — |
| 2024 | $6,311 | — | $4,196 | $2,115 | — |
| 2023 | $100 | — | $100 | — | — |