# Gonzaga University 403(b) Plan
Source: https://planprovider.pro/companies/gonzaga-university-403b-plan

> Gonzaga University's 403(b) plan: 2,311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|

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