Plan Snapshot
- Plan Sponsor: Walden School Of California
- Sponsor EIN: 952663177
- Sponsor Address: 74 S SAN GABRIEL BLVD, PASADENA, CA, 911073762
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 53
- Total Assets: $4.3M
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. |
|---|---|---|---|---|
| 2024 | 53 | $4.3M | $131,996 | $67,791 |
| 2023 | 46 | $3.9M | $136,661 | $48,568 |
| 2022 | 48 | $3.5M | $124,763 | $42,368 |
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 |
|---|---|---|---|---|
| KIECKHAFER SCHIFFER LLP | 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 | $25 | — | $25 | — | — |
| 2023 | $25 | — | $25 | — | — |
| 2022 | $25 | — | $25 | — | — |