Plan Snapshot
- Plan Sponsor: Westridge School For Girls, INC.
- Sponsor EIN: 951644047
- Sponsor Address: 324 MADELINE DRIVE, PASADENA, CA, 911053399
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $48.0M
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 | 149 | $48.0M | $1.1M | $925,741 |
| 2023 | 144 | $43.4M | $1.0M | $817,463 |
| 2022 | 146 | $37.3M | $998,282 | $797,784 |
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 | $722 | — | $722 |
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: $722
- Estimated Expense Ratio: 0.002% 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 |
|---|---|---|---|---|---|
| 2024 | $45,574 | — | $44,852 | $722 | — |
| 2023 | $41,334 | — | $40,887 | $447 | — |
| 2022 | $53,429 | — | $53,429 | — | — |