Plan Ledger DOL Form 5500 · updated monthly

California State University, Long Beach Research Foundation403(b)

CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN · LONG BEACH, CA · plan year 2025

Reported admin expense ratio · 2025
0.10%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

California State University, Long Beach Research Foundation reported $31,952 in plan administrative expenses for 2025: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,275 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.07% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 2,396th-largest of 9,483 plans among California employers on file, and the 624th of 3,341 in other services. In 2025, the employer put in $1.53 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$34,782,415
Participants with balances427
Active participants128
Employer contributions$803,193
Employee contributions$526,030
Employer contribution per active participant$6,275
Average account balance$81,458
Benefits paid to participants$1,780,001
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$34.8M · 427 accts · $803K emplr
2024$30.6M · 426 accts · $796K emplr
2023$29.2M · 417 accts · $767K emplr
2022$25.1M · 412 accts · $802K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,298
Total administrative$31,952
Employer contributions to the California State University, Long Beach Research Foundation plan · 2025
Employer contribution per active participant$6,275
Median for plans this size$2,666
2025$6,275 per active participant
2024$6,124 per active participant
2023$5,988 per active participant
2022$6,366 per active participant

California State University, Long Beach Research Foundation's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA-TEACHERS INS & ANNUITY ASSOC · Recordkeeping · Custodial$26,107

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$31,952 · 0.10%
2024$27,167 · 0.09%
2023$21,791 · 0.08%
2022$19,081 · 0.07%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 956106694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.