Plan Snapshot
- Plan Sponsor: Pacific Lutheran University
- Sponsor EIN: 910565571
- Sponsor Address: 12180 PARK AVENUE S., TACOMA, WA, 98447
- Plan Type: 403(b)
- Total Participants: 592
- Total Assets: $240.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 592 | $240.3M | $1.9M | $2.3M |
| 2023 | 552 | $233.6M | $3.4M | $2.6M |
| 2022 | 648 | $212.0M | $3.5M | $2.9M |
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 | $146,815 | — | $146,815 |
| MULTNOMAH GROUP, INC | NONE | $32,708 | — | $32,708 |
| FORVIS MAZARS, LLP | NONE | $5,400 | — | $5,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- MULTNOMAH GROUP, INC — NONE
- FORVIS MAZARS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,923
- Estimated Expense Ratio: 0.077% 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 | $371,403 | $32,708 | $95 | $5,400 | — |
| 2023 | $381,297 | $31,912 | $2,168 | $3,000 | — |
| 2022 | $396,902 | — | — | — | $34,888 |