# California Institute Of Technology 403(b) Plan
Source: https://planprovider.pro/companies/california-institute-of-technology-403b-plan-005

> California Institute Of Technology's 403(b) plan: 7,880 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Institute Of Technology

- **Sponsor EIN:** 951643307

- **Sponsor Address:** 1200 E. CALIFORNIA BLVD,, PASADENA, CA, 91125

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

- **Total Participants:** 7,880

- **Total Assets:** $2.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|7,880|$2.3B|$0|$113.6M|

| 2023|8,555|$2.0B|$0|$113.6M|

| 2022|8,278|$1.7B|$0|$103.4M|

## 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|

| MERCER INVESTMENTS LLC|NONE|$126,381|—|$126,381|

| TIAA|NONE|$90,025|—|$90,025|

| MILLER KAPLAN ARASE LLP|NONE|$15,100|—|$15,100|

### 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) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $231,506

- **Estimated Expense Ratio:** 0.010% 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|$231,506|$126,381|—|$15,100|—|

| 2023|$206,412|$181,362|—|$14,700|—|

| 2022|$256,878|$233,878|—|—|$14,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-institute-of-technology-403b-plan-005)

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