Plan Snapshot
- Plan Sponsor: Santa Clara University
- Sponsor EIN: 941156617
- Sponsor Address: 500 EL CAMINO REAL, SANTA CLARA, CA, 95053
- Plan Type: DC
- Total Participants: 1,842
- Total Assets: $520.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1,842 | $520.4M | $19.9M | $0 |
| 2023 | 1,889 | $455.1M | $17.9M | $0 |
| 2022 | 2,078 | $388.5M | $23.3M | $0 |
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 | $4,580 | — | $4,580 |
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: $4,580
- Estimated Expense Ratio: 0.001% 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 | $94,078 | — | — | $4,580 | — |
| 2023 | $9,355 | — | $4,714 | — | — |
| 2022 | $25,585 | — | $22,200 | — | — |