Plan Snapshot
- Plan Sponsor: Stanbridge University
- Sponsor EIN: 330777575
- Sponsor Address: 2041 BUSINESS CENTER DRIVE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 213 | $7.8M | $286,277 | $766,572 |
| 2023 | 184 | $6.3M | $256,745 | $673,806 |
| 2022 | 156 | $5.2M | $232,013 | $591,094 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $51,846 | $31,574 | — | — | — |
| 2023 | $38,786 | $23,014 | — | — | — |
| 2022 | $49,193 | $6,687 | $42,506 | — | — |