Plan Snapshot
- Plan Sponsor: Pacific University
- Sponsor EIN: 930386892
- Sponsor Address: 2043 COLLEGE WAY, FOREST GROVE, OR, 97116
- Plan Type: 403(b)
- Total Participants: 1,342
- Total Assets: $243.3M
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 | 1,342 | $243.3M | $4.8M | $4.4M |
| 2023 | 1,440 | $216.7M | $4.7M | $4.6M |
| 2022 | 951 | $187.1M | $4.7M | $4.3M |
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 |
|---|---|---|---|---|
| KBF CPAS LLP | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KBF CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.007% 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 | $252,816 | $42,991 | $1,156 | $18,000 | — |
| 2023 | $154,962 | — | $152 | — | — |
| 2022 | $127,389 | — | — | — | — |