# Pacific Lutheran University 403(b) Plan
Source: https://planprovider.pro/companies/pacific-lutheran-university-403b-plan

> Pacific Lutheran University's 403(b) plan: 592 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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