# University Of Southern California 403(b) Plan
Source: https://planprovider.pro/companies/university-of-southern-california-403b-plan-001

> University Of Southern California's 403(b) plan: 25,110 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 Southern California

- **Sponsor EIN:** 951642394

- **Sponsor Address:** 3720 S. FLOWER STREET, ROOM 207, LOS ANGELES, CA, 900890704

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

- **Total Participants:** 25,110

- **Total Assets:** $4.8B

## 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|25,110|$4.8B|$0|$230.7M|

| 2023|20,886|$4.3B|$0|$214.3M|

| 2022|21,764|$3.7B|$0|$171.1M|

## 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|

| VANGUARD GROUP INC|NONE|$356,198|—|$356,198|

| STRATEGIC ADVISORS, INC.|ADVISOR|$218,117|—|$218,117|

| PRICEWATERHOUSECOOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $574,315

- **Estimated Expense Ratio:** 0.012% 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|$597,968|$218,117|—|—|—|

| 2023|$638,683|$251,837|—|—|—|

| 2022|$577,703|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-southern-california-403b-plan-001)

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