# University Of San Diego 403(b) Plan
Source: https://planprovider.pro/companies/university-of-san-diego-403b-plan

> University Of San Diego's 403(b) plan: 2,695 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 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|

| FIDELITY INV INST OPS CO., INC|NONE|$225,647|—|$225,647|

| TIAA|NONE|$125,377|—|$125,377|

| VARIABLE ANNUITY LIFE INSURANCE CO.|NONE|$23,262|—|$23,262|

| SAGEVIEW ADVISORY GROUP, LLC|NONE|$18,750|—|$18,750|

| CAMBRIDGE INVESTMENT RESEARCH, INC.|NONE|$12,857|—|$12,857|

| TORREY WEALTH LLC|NONE|$11,346|—|$11,346|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [VARIABLE ANNUITY LIFE INSURANCE CO.](https://planprovider.pro/provider/corebridge-financial) — NONE

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $417,239

- **Estimated Expense Ratio:** 0.052% 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|$580,524|$93,352|$30,176|—|—|

| 2023|$366,805|$143,857|$25,243|—|—|

| 2022|$409,319|$90,687|—|—|—|

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

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