# University Of La Verne 403(b) Plan
Source: https://planprovider.pro/companies/university-of-la-verne-403b-plan

> University Of La Verne's 403(b) plan: 5,575 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Of La Verne

- **Sponsor EIN:** 951644026

- **Sponsor Address:** 1950 THIRD STREET, LA VERNE, CA, 91750

- **Plan Type:** 403(b)

- **Total Participants:** 5,575

- **Total Assets:** $266.2M

## 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|5,575|$266.2M|$4.2M|$4.7M|

| 2023|5,279|$242.6M|$4.3M|$4.5M|

| 2022|5,049|$212.8M|$4.7M|$4.6M|

## 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 INV. INST. OPS. CO., LLC|NONE|$82,778|—|$82,778|

| SAGEVIEW ADVISORY GROUP|NONE|$59,909|—|$59,909|

| TIAA|NONE|$27,868|—|$27,868|

| MOSS ADAMS|NONE|$22,050|—|$22,050|

| BAKER TILLEY US, LLP|Auditor|$22,050|—|$22,050|

| NIXON PEABODY LLP|NONE|$7,293|—|$7,293|

### Verified Provider Profiles

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

- [FIDELITY INV. INST. OPS. CO., LLC](https://planprovider.pro/provider/fidelity-investments) — NONE

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLEY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [NIXON PEABODY LLP](https://planprovider.pro/provider/nixon-peabody-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $221,948

- **Estimated Expense Ratio:** 0.083% 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|$200,632|—|$11,272|$22,050|—|

| 2023|$148,207|$23,283|$5,116|$21,000|—|

| 2022|$169,273|$44,000|—|—|$28,656|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-la-verne-403b-plan)

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