Plan Snapshot
- Plan Sponsor: University Of San Diego
- Sponsor EIN: 952544535
- Sponsor Address: 5998 ALCALA PARK, MAHER 101, SAN DIEGO, CA, 92110
- Plan Type: 403(b)
- Total Participants: 2,695
- Total Assets: $797.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 2,695 | $797.1M | $17.9M | $12.0M |
| 2023 | 2,690 | $718.8M | $17.1M | $11.6M |
| 2022 | 1,995 | $632.1M | $15.8M | $11.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $580,524 | $93,352 | $30,176 | — | — |
| 2023 | $366,805 | $143,857 | $25,243 | — | — |
| 2022 | $409,319 | $90,687 | — | — | — |