Plan Snapshot
- Plan Sponsor: Pomona College
- Sponsor EIN: 951664112
- Sponsor Address: 101 S. MILLS AVE, CLAREMONT, CA, 917113998
- Plan Type: 403(b)
- Total Participants: 1,456
- Total Assets: $380.0M
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 | 1,456 | $380.0M | $8.7M | $5.6M |
| 2023 | 1,434 | $345.9M | $8.0M | $5.2M |
| 2022 | 1,393 | $312.5M | $7.3M | $4.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $90,771 | — | $984 | — | — |
| 2023 | $77,487 | — | $977 | — | — |
| 2022 | $163,680 | $50,805 | — | — | $40,816 |