# University Of The Pacific 403(b) Plan
Source: https://planprovider.pro/companies/university-of-the-pacific-403b-plan

> University Of The Pacific's 403(b) plan: 2,955 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 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](https://planprovider.pro/provider/kutak-rock-llp) — NONE

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

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

- [KPMG LLP](https://planprovider.pro/provider/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|—|—|—|

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

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