Plan Snapshot
- Plan Sponsor: University Of Portland
- Sponsor EIN: 930401259
- Sponsor Address: 5000 N. WILLAMETTE BLVD., PORTLAND, OR, 972035798
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,559
- Total Assets: $280.0M
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. |
|---|---|---|---|---|
| 2025 | 1,559 | $280.0M | $0 | $0 |
| 2024 | 787 | $262.6M | $2.4M | $4.6M |
| 2023 | 785 | $247.5M | $2.3M | $4.1M |
| 2022 | 811 | $223.3M | $3.3M | $3.9M |
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 | $114,048 | — | $114,048 |
| MULTNOMAH GROUP, INC. | Investment Advisor | $50,018 | — | $50,018 |
| MOSS ADAMS | Auditor | $17,400 | — | $17,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- MULTNOMAH GROUP, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $181,466
- Estimated Expense Ratio: 0.065% 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 |
|---|---|---|---|---|---|
| 2025 | $14,265,823 | — | $140,285 | — | — |
| 2024 | $187,143 | — | $187,143 | — | — |
| 2023 | $150,776 | — | $150,776 | — | — |
| 2022 | $63,609 | — | $63,609 | — | — |