# California State University, Long Beach Research Foundation 403(b) Plan
Source: https://planprovider.pro/companies/california-state-university-long-beach-research-foundation-403b-plan

> California State University, Long Beach Research Foundation's 403(b) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California State University, Long Beach Research Foundation

- **Sponsor EIN:** 956106694

- **Sponsor Address:** 6300 STATE UNIVERSITY DR. STE 332, LONG BEACH, CA, 90815

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

- **Total Participants:** 130

- **Total Assets:** $30.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|130|$30.6M|$796,167|$507,339|

| 2023|128|$29.2M|$766,527|$414,025|

| 2022|126|$25.1M|$802,127|$365,045|

## 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|

| WINDES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — 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|$27,167|—|$27,167|—|—|

| 2023|$21,791|—|$21,791|—|—|

| 2022|$19,081|—|$19,081|—|—|

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