Plan Snapshot
- Plan Sponsor: University Of The Pacific
- Sponsor EIN: 941156266
- Sponsor Address: 3601 PACIFIC AVENUE, STOCKTON, CA, 95211
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 5,276
- Total Assets: $909.7M
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. |
|---|---|---|---|---|
| 2025 | 5,276 | $909.7M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| FID INV INST OPS CO | Other Service Provider | $191,016 | — | $191,016 |
| KUTAK ROCK LLP | Other Service Provider | $51,701 | — | $51,701 |
| TIAA | Other Service Provider | $43,064 | — | $43,064 |
| GLOBAL RETIREMENT PARTNERS | Other Service Provider | $13,750 | — | $13,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $299,531
- Estimated Expense Ratio: 0.033% 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 |
|---|---|---|---|---|---|
| 2025 | $80,056,834 | $13,750 | $43,064 | — | — |
| 2024 | $149,774 | $22,735 | $49,896 | — | — |
| 2023 | $147,726 | $75,132 | $11,351 | — | — |
| 2022 | $90,812 | $55,000 | — | — | — |