Plan Snapshot
- Plan Sponsor: Fresno Pacific University
- Sponsor EIN: 941021164
- Sponsor Address: 1717 S. CHESTNUT AVE, FRESNO, CA, 93702
- Plan Type: 403(b)
- Total Participants: 367
- Total Assets: $53.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 367 | $53.4M | $333,845 | $1.2M |
| 2023 | 372 | $49.7M | $658,615 | $1.3M |
| 2022 | 366 | $45.2M | $304,477 | $1.4M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $27,173 | — | $27,173 |
| MULTNOMAH GROUP, INC. | Investment Advisor | $16,351 | — | $16,351 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- MULTNOMAH GROUP, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,524
- Estimated Expense Ratio: 0.081% 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 | $44,053 | $104 | $43,419 | — | — |
| 2023 | $50,905 | — | $50,564 | $206 | — |
| 2022 | $47,777 | $97 | $47,680 | — | — |