Plan Snapshot
- Plan Sponsor: Point Loma Nazarene University
- Sponsor EIN: 951644035
- Sponsor Address: 3900 LOMALAND DRIVE, SAN DIEGO, CA, 92106
- Plan Type: 403(b)
- Total Participants: 644
- Total Assets: $170.7M
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 | 644 | $170.7M | $3.3M | $3.8M |
| 2023 | 610 | $153.1M | $3.0M | $3.6M |
| 2022 | 1,397 | $130.9M | $2.9M | $3.3M |
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 |
|---|---|---|---|---|
| INSERO & CO. CPAS, LLP | Auditor | $15,825 | — | $15,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,825
- Estimated Expense Ratio: 0.009% 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 | $172,371 | — | $26,840 | $15,825 | — |
| 2023 | $111,705 | — | $111,705 | — | — |
| 2022 | $93,042 | — | $93,042 | — | — |