Plan Snapshot
- Plan Sponsor: Pepperdine University
- Sponsor EIN: 951644037
- Sponsor Address: 24255 PACIFIC COAST HIGHWAY, MALIBU, CA, 90263
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 832
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 832 | $16.9M | $1,525 | $15,610 |
| 2023 | 829 | $16.0M | $0 | $15,060 |
| 2022 | 869 | $14.5M | $0 | $12,604 |
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 |
|---|---|---|---|---|
| BPAS | Recordkeeper | $119,206 | — | $119,206 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPAS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,206
- Estimated Expense Ratio: 0.706% 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 | $119,206 | — | — | — | — |
| 2023 | $110,496 | — | — | — | — |
| 2022 | $86,535 | — | — | — | — |