# University Of Western States 403(b) Plan
Source: https://planprovider.pro/companies/university-of-western-states-403b-plan

> University Of Western States's 403(b) plan: 93 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 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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