# Westside Neighborhood School 403(b) Plan
Source: https://planprovider.pro/companies/westside-neighborhood-school-403b-plan

> Westside Neighborhood School's 403(b) plan: 164 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Westside Neighborhood School

- **Sponsor EIN:** 953551091

- **Sponsor Address:** 5401 BEETHOVEN STREET, LOS ANGELES, CA, 900667016

- **Plan Type:** 403(b)

- **Total Participants:** 164

- **Total Assets:** $18.6M

## 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|164|$18.6M|$0|$0|

| 2024|156|$16.1M|$0|$0|

| 2023|150|$11.7M|$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|$1,997|—|$1,997|

### 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:** $1,997

- **Estimated Expense Ratio:** 0.011% 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|$91,436|—|$89,439|$1,997|—|

| 2024|$79,708|—|$74,685|—|—|

| 2023|$87,450|—|$85,602|—|—|

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