# Westside Neighborhood School 403(b) Plan
Source: https://planprovider.pro/companies/westside-neighborhood-school-953551091-001

> Westside Neighborhood School's 403(b) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westside Neighborhood School

- **Sponsor EIN:** 953551091

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

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

- **Plan Number:** 001

- **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.|

| 2024|164|$18.6M|$674,719|$762,635|

| 2023|156|$16.1M|$591,850|$637,021|

| 2022|150|$11.7M|$561,590|$597,439|

## 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|

| TIAA|Recordkeeper|$51,264|—|$51,264|

| CLIFTON LARSON ALLEN LLP|Auditor|$19,950|—|$19,950|

| RAYMOND JAMES & ASSOCIATES INC|Investment Advisor|$12,500|—|$12,500|

| RAYMOND JAMES FINANCIAL|Investment Advisor|$6,250|—|$6,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [RAYMOND JAMES & ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — Investment Advisor

- [RAYMOND JAMES FINANCIAL](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,964

- **Estimated Expense Ratio:** 0.485% 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|$91,436|—|$89,439|$1,997|—|

| 2023|$79,708|—|$74,685|—|—|

| 2022|$87,450|—|$85,602|—|—|

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