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

> National University's 403(b) plan: 6,174 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [MULTNOMAH GROUP, INC](https://planprovider.pro/provider/multnomah-group) — NONE

- [CLIFTONLARSONALLENLLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|—|

## Similar Plans

- [University Of Southern California](https://planprovider.pro/companies/university-of-southern-california-401k-plan) — 5,635 participants

- [University Of La Verne](https://planprovider.pro/companies/university-of-la-verne-403b-plan) — 5,575 participants

- [California Institute Of Technology](https://planprovider.pro/companies/california-institute-of-technology-403b-plan-005) — 7,880 participants

- [San Diego State University Foundation](https://planprovider.pro/companies/san-diego-state-university-foundation-403b-plan) — 3,416 participants

- [Loyola Marymount University](https://planprovider.pro/companies/loyola-marymount-university-403b-plan) — 3,137 participants

- [University Of The Pacific](https://planprovider.pro/companies/university-of-the-pacific-403b-plan) — 2,955 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-university-403b-plan)

© 2026 PlanProvider.Pro