Plan Snapshot
- Plan Sponsor: Gonzaga University
- Sponsor EIN: 910236600
- Sponsor Address: 502 E. BOONE AVE, SPOKANE, WA, 99258
- Plan Type: 403(b)
- Total Participants: 2,311
- Total Assets: $521.5M
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 | 2,311 | $521.5M | $9.2M | $12.1M |
| 2023 | 2,299 | $479.4M | $8.7M | $11.5M |
| 2022 | 1,636 | $416.5M | $8.4M | $11.0M |
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 |
|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | NONE | $226,406 | — | $226,406 |
| TIAA | NONE | $196,990 | — | $196,990 |
| CLIFTONLARSONALLEN LLP | NONE | $17,955 | — | $17,955 |
| BOUTWELL FAY LLP | NONE | $14,085 | — | $14,085 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $455,436
- Estimated Expense Ratio: 0.087% 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 | $455,437 | $226,407 | $1,631 | $17,955 | — |
| 2023 | $274,931 | — | $3,663 | $17,010 | — |
| 2022 | $277,833 | — | — | — | $78,738 |