Plan Snapshot
- Plan Sponsor: National University
- Sponsor EIN: 237172306
- Sponsor Address: 9388 LIGHTWAVE AVE, SAN DIEGO, CA, 92123
- Plan Type: 403(b)
- Total Participants: 6,174
- Total Assets: $319.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 6,174 | $319.3M | $10.5M | $15.2M |
| 2023 | 6,146 | $273.9M | $10.2M | $15.3M |
| 2022 | 3,320 | $222.3M | $7.0M | $10.9M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $259,600 | — | $259,600 |
| MULTNOMAH GROUP, INC | NONE | $39,802 | — | $39,802 |
| CLIFTONLARSONALLENLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- MULTNOMAH GROUP, INC — NONE
- CLIFTONLARSONALLENLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $299,402
- Estimated Expense Ratio: 0.094% 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 | $301,994 | $39,802 | $2,697 | — | — |
| 2023 | $234,515 | $38,835 | $1,493 | — | — |
| 2022 | $189,564 | $37,890 | — | — | — |