# Westridge School For Girls, INC. 403(b) Plan
Source: https://planprovider.pro/companies/westridge-school-for-girls-inc-403b-plan

> Westridge School For Girls, INC.'s 403(b) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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