Plan Snapshot
- Plan Sponsor: University Of Western States
- Sponsor EIN: 930309970
- Sponsor Address: 8000 NE TILLAMOOK STREET, PORTLAND, OR, 972136655
- Plan Type: 403(b)
- Total Participants: 93
- Total Assets: $39.0M
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 | 93 | $39.0M | $708,084 | $900,184 |
| 2023 | 121 | $38.4M | $753,989 | $1.0M |
| 2022 | 133 | $34.2M | $776,883 | $1.0M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $39,608 | — | $39,608 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,608
- Estimated Expense Ratio: 0.101% 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 | $39,608 | — | $963 | — | — |
| 2023 | $33,295 | — | $33,295 | — | — |
| 2022 | $31,816 | — | $31,816 | — | — |