# Seattle University 403(b) Plan
Source: https://planprovider.pro/companies/seattle-university-403b-plan

> Seattle University's 403(b) plan: 2,024 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Seattle University

- **Sponsor EIN:** 910565006

- **Sponsor Address:** 901 12TH AVENUE, SEATTLE, WA, 98122

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

- **Total Participants:** 2,024

- **Total Assets:** $478.9M

## 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|2,024|$478.9M|$11.2M|$11.7M|

| 2023|1,965|$434.1M|$10.4M|$10.2M|

| 2022|2,067|$378.5M|$7.8M|$9.2M|

## 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|

| FID INV INSTL OPS CO|RECORDKEEPER|$224,783|—|$224,783|

| MULTINOMAH GROUP INC|CONSULTANT|$9,960|—|$9,960|

| CLARK NUBER PS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FID INV INSTL OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MULTINOMAH GROUP INC](https://planprovider.pro/provider/multnomah-group) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $234,743

- **Estimated Expense Ratio:** 0.049% 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|$234,743|—|$9,960|—|—|

| 2023|$223,041|—|—|—|—|

| 2022|$223,814|—|$7,800|—|—|

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