# Marshall B. Ketchum University 403(b) Plan
Source: https://planprovider.pro/companies/marshall-b-ketchum-university-403b-plan

> Marshall B. Ketchum University's 403(b) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marshall B. Ketchum University

- **Sponsor EIN:** 951644593

- **Sponsor Address:** 2575 YORBA LINDA BOULEVARD, FULLERTON, CA, 928311615

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

- **Total Participants:** 242

- **Total Assets:** $25.4M

## 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|242|$25.4M|$0|$1.7M|

| 2023|240|$20.3M|$0|$1.6M|

| 2022|239|$17.4M|$0|$1.7M|

## 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|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $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|$33,298|$19|$33,279|—|—|

| 2023|$29,880|—|$29,880|—|—|

| 2022|$30,734|—|$30,734|—|—|

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