Plan Snapshot
- Plan Sponsor: University Of The Pacific
- Sponsor EIN: 941156266
- Sponsor Address: 3601 PACIFIC AVENUE, STOCKTON, CA, 95211
- Plan Type: 403(b)
- Total Participants: 2,955
- Total Assets: $839.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,955 | $839.2M | $15.7M | $14.7M |
| 2023 | 3,107 | $811.5M | $15.2M | $14.0M |
| 2022 | 2,131 | $716.6M | $13.7M | $12.8M |
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 |
|---|---|---|---|---|
| KUTAK ROCK LLP | NONE | $46,796 | — | $46,796 |
| FID INV INST OPS CO | NONE | $43,233 | — | $43,233 |
| GLOBAL RETIREMENT PARTNERS | NONE | $41,250 | — | $41,250 |
| TIAA | NONE | $19,494 | — | $19,494 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUTAK ROCK LLP — NONE
- FID INV INST OPS CO — NONE
- GLOBAL RETIREMENT PARTNERS — NONE
- TIAA — NONE
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,773
- Estimated Expense Ratio: 0.018% 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 | $149,774 | $22,735 | $49,896 | — | — |
| 2023 | $147,726 | $75,132 | $11,351 | — | — |
| 2022 | $90,812 | $55,000 | — | — | — |