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: DB
- Total Participants: 600
- Total Assets: $197.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 600 | $197.4M | $0 | $0 |
| 2023 | 653 | $208.9M | $0 | $0 |
| 2022 | 723 | $203.1M | $0 | $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 |
|---|---|---|---|---|
| MERCER | Actuary | $820,185 | — | $820,185 |
| VANGUARD | Investment Advisor | $176,684 | — | $176,684 |
| PRUDENTIAL INSURANCE CO OF AMERICA | Custodian / Trustee | $23,041 | — | $23,041 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD — Investment Advisor
- PRUDENTIAL INSURANCE CO OF AMERICA — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,019,910
- Estimated Expense Ratio: 0.517% 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 | $1,019,910 | $176,684 | — | — | — |
| 2023 | $1,027,184 | $168,195 | — | — | — |
| 2022 | $785,879 | $166,098 | — | — | $599,102 |