Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The Leland Stanford Junior University
- Sponsor EIN: 941156365
- Sponsor Address: 505 BROADWAY, 5TH FLOOR, REDWOOD CITY, CA, 94063
- Plan Type: 403(b)
- Total Participants: 24,225
- Total Assets: $12.6B
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 | 24,225 | $12.6B | $266.5M | $382.2M |
| 2023 | 22,753 | $11.0B | $241.9M | $284.7M |
| 2022 | 21,674 | $9.4B | $218.2M | $255.3M |
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 |
|---|---|---|---|---|
| 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 | $1,541,857 | — | — | — | — |
| 2023 | $1,275,742 | $400,738 | — | — | — |
| 2022 | $1,401,673 | $197,892 | $1,161,081 | — | $2,100 |