Plan Snapshot
- Plan Sponsor: Loyola Marymount University
- Sponsor EIN: 951643334
- Sponsor Address: ONE LMU DRIVE SUITE 1900, LOS ANGELES, CA, 900452659
- Plan Type: 403(b)
- Total Participants: 3,137
- Total Assets: $538.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,137 | $538.0M | $17.7M | $18.9M |
| 2023 | 3,092 | $471.5M | $16.7M | $17.7M |
| 2022 | 2,981 | $404.5M | $15.4M | $16.2M |
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 |
|---|---|---|---|---|
| VASQUEZ & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VASQUEZ & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $428,988 | $102,511 | — | — | — |
| 2023 | $342,293 | $7,368 | — | — | — |
| 2022 | $351,563 | $7,915 | — | — | — |