# The Board Of Trustees Of The Leland Stanford Junior University 403(b) Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-leland-stanford-junior-university-403b-plan

> The Board Of Trustees Of The Leland Stanford Junior University's 403(b) plan: 24,225 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INSTITUTIONAL OPERATIONS C|NONE|$838,893|—|$838,893|

| STRATEGIC ADVISORS, INC.|NONE|$719,560|—|$719,560|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INSTITUTIONAL OPERATIONS C](https://planprovider.pro/provider/fidelity-investments) — NONE

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $1,558,453

- **Estimated Expense Ratio:** 0.012% 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|$1,541,857|—|—|—|—|

| 2023|$1,275,742|$400,738|—|—|—|

| 2022|$1,401,673|$197,892|$1,161,081|—|$2,100|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-board-of-trustees-of-the-leland-stanford-junior-university-403b-plan)

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