# Bastyr University 403(b) Plan
Source: https://planprovider.pro/companies/bastyr-university-403b-plan

> Bastyr University's 403(b) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bastyr University

- **Sponsor EIN:** 911036794

- **Sponsor Address:** 14500 JUANITA DRIVE NE, KENMORE, WA, 980284966

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

- **Total Participants:** 328

- **Total Assets:** $45.5M

## 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|328|$45.5M|$0|$948,506|

| 2023|399|$44.3M|$0|$1.1M|

| 2022|407|$39.7M|$256,364|$1.0M|

## 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|

| MULTNOMAH GROUP, INC.|ADVISOR|$5,085|—|$5,085|

| MOSS ADAMS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MULTNOMAH GROUP, INC.](https://planprovider.pro/provider/multnomah-group) — ADVISOR

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,085

- **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|

| 2024|$50,257|—|$50,257|—|—|

| 2023|$59,840|$19,500|$40,340|—|—|

| 2022|$51,981|$14,300|$37,681|—|—|

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