Plan Snapshot
- Plan Sponsor: California Lutheran University
- Sponsor EIN: 952962604
- Sponsor Address: 60 WEST OLSEN ROAD, THOUSAND OAKS, CA, 91360
- Plan Type: 403(b)
- Total Participants: 593
- Total Assets: $160.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 593 | $160.9M | $849,740 | $2.7M |
| 2023 | 645 | $152.7M | $3.7M | $2.7M |
| 2022 | 575 | $135.9M | $4.0M | $2.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $19,950 | — | $19,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,950
- Estimated Expense Ratio: 0.012% 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 | $201,190 | $52,500 | $2,767 | $19,950 | — |
| 2023 | $188,458 | $22,500 | $2,005 | $56,175 | — |
| 2022 | $145,311 | $15,000 | — | — | $18,375 |