# Lundquist Institute For Biomedical Innovation 403(b) Plan
Source: https://planprovider.pro/companies/lundquist-institute-for-biomedical-innovation-403b-plan-002

> Lundquist Institute For Biomedical Innovation's 403(b) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lundquist Institute For Biomedical Innovation

- **Sponsor EIN:** 952138184

- **Sponsor Address:** 1124 W. CARSON STREET, TORRANCE, CA, 905022006

- **Plan Type:** 403(b)

- **Total Participants:** 123

- **Total Assets:** $51.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|123|$51.2M|$535,191|$0|

| 2023|119|$50.2M|$574,421|$0|

| 2022|112|$45.2M|$0|$0|

## 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|

| WINDES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — 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|$2,679|—|$2,679|—|—|

| 2023|$2,217|—|$2,217|—|—|

| 2022|$2,304|—|$2,304|—|—|

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