Plan Snapshot
- Plan Sponsor: Pepperdine University
- Sponsor EIN: 951644037
- Sponsor Address: 24255 PACIFIC COAST HWY, MALIBU, CA, 90263
- Plan Type: 403(b)
- Total Participants: 2,003
- Total Assets: $633.5M
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 | 2,003 | $633.5M | $13.7M | $14.7M |
| 2023 | 1,865 | $576.0M | $12.7M | $13.9M |
| 2022 | 1,773 | $509.2M | $12.0M | $13.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $256,067 | — | $256,067 |
| BFSG, LLC | Investment Advisor | $37,500 | — | $37,500 |
| MANCHESTER FINANCIAL INC. | Investment Advisor | $36,958 | — | $36,958 |
| INTEGRITY FINANCIAL CORPORATION | Investment Advisor | $19,877 | — | $19,877 |
| CERITY PARTNERS LLC | Investment Advisor | $16,720 | — | $16,720 |
| CEDARSTONE ADVISORS, INC. | Investment Advisor | $16,132 | — | $16,132 |
| SUMMIT GLOBAL INVESTMENTS LLC | Investment Advisor | $10,765 | — | $10,765 |
| BURTON ENRIGHT WELCH | Investment Advisor | $8,906 | — | $8,906 |
| TEACHERS INSURANCE & ANNUITY ASSOC. | Recordkeeper | $8,887 | — | $8,887 |
| SHERWOOD FINANCIAL | Investment Advisor | $6,453 | — | $6,453 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- BFSG, LLC — Investment Advisor
- INTEGRITY FINANCIAL CORPORATION — Investment Advisor
- BURTON ENRIGHT WELCH — Investment Advisor
- TEACHERS INSURANCE & ANNUITY ASSOC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $418,265
- Estimated Expense Ratio: 0.066% 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 | $423,749 | $158,795 | — | — | — |
| 2023 | $347,199 | $96,628 | — | — | — |
| 2022 | $321,065 | $106,490 | — | — | — |