# San Diego State University Foundation 403(b) Plan
Source: https://planprovider.pro/companies/san-diego-state-university-foundation-403b-plan

> San Diego State University Foundation's 403(b) plan: 3,416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Diego State University Foundation

- **Sponsor EIN:** 956042721

- **Sponsor Address:** 5250 CAMPANILE DR, SAN DIEGO, CA, 921821945

- **Plan Type:** 403(b)

- **Total Participants:** 3,416

- **Total Assets:** $294.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|3,416|$294.9M|$7.8M|$6.7M|

| 2023|3,268|$262.3M|$6.9M|$6.0M|

| 2022|2,084|$223.1M|$6.3M|$5.3M|

## 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|

| NFP RETIREMENT, INC.|NONE|$60,000|—|$60,000|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|NONE|$18,200|—|$18,200|

| TIAA|NONE|$11,357|—|$11,357|

| QUARLES & BRADY LLP|NONE|$8,905|—|$8,905|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT, INC.](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — NONE

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [QUARLES & BRADY LLP](https://planprovider.pro/provider/quarles-and-brady-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,462

- **Estimated Expense Ratio:** 0.033% 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|$119,320|$63,602|$6,330|$18,200|—|

| 2023|$96,067|$91,521|$3,421|—|—|

| 2022|$55,955|$45,000|—|—|$2,488|

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- [University Of San Diego](https://planprovider.pro/companies/university-of-san-diego-403b-plan) — 2,695 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-diego-state-university-foundation-403b-plan)

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