# The University Of Puget Sound 403(b) Plan
Source: https://planprovider.pro/companies/the-university-of-puget-sound-910564961-001

> The University Of Puget Sound's 403(b) plan: 923 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [MULTNOMAH GROUP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-university-of-puget-sound-910564961-001)

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