Plan Snapshot
- Plan Sponsor: Wildwood School
- Sponsor EIN: 952921998
- Sponsor Address: 11811 OLYMPIC BOULEVARD, LOS ANGELES, CA, 90064
- Plan Type: 403(b)
- Total Participants: 159
- Total Assets: $46.4M
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 | 159 | $46.4M | $938,169 | $1.1M |
| 2023 | 163 | $38.7M | $848,802 | $1.0M |
| 2022 | 156 | $31.3M | $773,496 | $922,826 |
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 |
|---|---|---|---|---|
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC. — Auditor
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 | $36,252 | — | $36,252 | — | — |
| 2023 | $36,616 | — | $36,616 | — | — |
| 2022 | $28,550 | — | $28,550 | — | — |