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: DC
- Total Participants: 21,620
- Total Assets: $5.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 21,620 | $5.0B | $243.6M | $0 |
| 2023 | 19,806 | $4.4B | $226.6M | $0 |
| 2022 | 20,136 | $3.8B | $215.9M | $0 |
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 | $353,752 | — | $353,752 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $218,571 | — | $218,571 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $572,323
- Estimated Expense Ratio: 0.011% 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 | $688,230 | $218,571 | — | — | — |
| 2023 | $626,258 | $247,318 | — | — | — |
| 2022 | $617,472 | — | — | — | — |