Plan Snapshot
- Plan Sponsor: Windward School INC
- Sponsor EIN: 952701337
- Sponsor Address: 11350 PALMS BLVD., LOS ANGELES, CA, 900662104
- Plan Type: 403(b)
- Total Participants: 166
- Total Assets: $48.9M
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 | 166 | $48.9M | $975,632 | $1.3M |
| 2023 | 170 | $43.0M | $881,329 | $1.2M |
| 2022 | 161 | $36.7M | $807,700 | $1.1M |
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 | — | — | $0 |
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: $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 | $45,706 | — | $45,706 | — | — |
| 2023 | $36,752 | — | $36,752 | — | — |
| 2022 | $45,171 | — | $45,171 | — | — |