Retirement plan

PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN

Name: PARTNERSHIP FOR LOS ANGELES SCHOOLS - PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN (2025) Form 5500
Creator: PARTNERSHIP FOR LOS ANGELES SCHOOLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN, PARTNERSHIP FOR LOS ANGELES SCHOOLS

PARTNERSHIP FOR LOS ANGELES SCHOOLSEIN 26-1759681Plan #001PY 2025

1055 WILSHIRE BLVD, STE 1850 - LOS ANGELES, CA 90017213-361-7170

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.8M

+51.4% from 2023

Total participants

142

-2.1% from 2023

Average account balance

$90,802

+54.6% from 2023

Annual return

13.35%

-3.08 pp from 2023

Benchmarks

See 499 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort499 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.80M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$91K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

141

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$304

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3 years Service code 15 · EIN 71-0294708	Recordkeeping	$40,425
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 99 · EIN 23-1702591	Other Fees	$18,661

Plan features & details

Pension benefit codes2F2G3D2L2M2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$43K

$409 / participant

Investment mgmt$3K7.1%
Contract admin$40K92.8%
Other / not subdivided$500.1%

% of EOY assets

0.335%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOLTHOUSE CARLIN & VAN TRIGT LLP
Auditor EIN: 954245526
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,802

$65,072+39.5%

$66,439+36.7%

$65,306+39.0%

Participation rate

99.0%

69.1%+30.0pp

74.5%+24.6pp

57.7%+41.4pp

Annual return

13.35%

21.50%-8.1pp

757.66%-744.3pp

21.94%-8.6pp

Employer contribution / active EE

$6,264

$2,475+153.1%

$2,637+137.6%

$1,967+218.4%

Participant deferral / active EE

$8,344

$3,234+158.0%

$3,876+115.3%

$2,959+182.0%

Admin fee / account holder

$304

$1,323-77.0%

$6,173-95.1%

$3,480-91.3%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3 years

Service code 15 · EIN 71-0294708

Recordkeeping

$40,425

LINCOLN NATIONAL CORPORATION3 years

Filed as: LINCOLN INVESTMENT PLANNING INC

Service code 99 · EIN 23-1702591

Other Fees

$18,661

PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PARTNERSHIP FOR LOS ANGELES SCHOOLS 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion