Plan Snapshot
- Plan Sponsor: The University Of Puget Sound
- Sponsor EIN: 910564961
- Sponsor Address: 1500 N. WARNER STREET #1075, TACOMA, WA, 984161075
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 923
- Total Assets: $354.1M
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 | 923 | $354.1M | $2.6M | $3.7M |
| 2023 | 912 | $335.7M | $2.5M | $3.7M |
| 2022 | 893 | $312.2M | $2.5M | $3.4M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $165,778 | — | $165,778 |
| MULTNOMAH GROUP | Investment Advisor | $52,980 | — | $52,980 |
| MOSS ADAMS LLP | Auditor | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- MULTNOMAH GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,958
- Estimated Expense Ratio: 0.069% 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 | $247,703 | — | $247,703 | — | — |
| 2023 | $299,358 | — | $299,358 | — | — |
| 2022 | $76,797 | — | $51,216 | — | $23,100 |