Plan Snapshot
- Plan Sponsor: Golden Gate University
- Sponsor EIN: 941585735
- Sponsor Address: 536 MISSION STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 403(b)
- Total Participants: 238
- Total Assets: $87.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 238 | $87.6M | $1.2M | $2.0M |
| 2023 | 240 | $84.8M | $1.3M | $2.2M |
| 2022 | 245 | $81.9M | $1.2M | $2.0M |
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 | $21,630 | — | $21,630 |
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: $21,630
- Estimated Expense Ratio: 0.025% 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 | $352,525 | $43,612 | — | $21,630 | — |
| 2023 | $155,757 | $69,556 | — | — | — |
| 2022 | $111,173 | $31,006 | — | — | $19,515 |