# University Of Portland 403(b) Plan
Source: https://planprovider.pro/companies/university-of-portland-930401259-001

> University Of Portland's 403(b) plan: 1,559 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [MULTNOMAH GROUP, INC.](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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-portland-930401259-001)

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