# Chapman University 403(b) Plan
Source: https://planprovider.pro/companies/chapman-university-951643992-002

> Chapman University's 403(b) plan: 1,909 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chapman University

- **Sponsor EIN:** 951643992

- **Sponsor Address:** ONE UNIVERSITY DR, ORANGE, CA, 928661005

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

- **Plan Number:** 002

- **Total Participants:** 1,909

- **Total Assets:** $303.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|1,909|$303.9M|$0|$13.3M|

| 2023|1,569|$269.2M|$0|$12.0M|

| 2022|1,519|$231.6M|$0|$11.5M|

## 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|

| BENEFIT FINANCIAL SERVICES|Investment Advisor|$52,500|—|$52,500|

| ALMICH & ASSOCIATES|Auditor|$12,500|—|$12,500|

| TEACHERS INS AND ANNUITY ASSO|Recordkeeper|$7,886|—|$7,886|

### Verified Provider Profiles

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

- [BENEFIT FINANCIAL SERVICES](https://planprovider.pro/provider/benefit-financial-services-group) — Investment Advisor

- [ALMICH & ASSOCIATES](https://planprovider.pro/provider/almich-and-associates) — Auditor

- [TEACHERS INS AND ANNUITY ASSO](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,886

- **Estimated Expense Ratio:** 0.024% 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|$72,073|—|—|$12,500|—|

| 2023|$56,047|—|$5,604|$12,500|—|

| 2022|$68,960|—|$11,394|—|$56,340|

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