Plan Ledger DOL Form 5500 · updated monthly

Chapman University403(b)

CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Chapman University reported $72,073 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 2 years on file its reported administrative ratio fell from 0.027% to 0.025%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 405th-largest of 9,483 plans among California employers on file, and the 191st of 3,091 in educational services. active participation has grown from 1,519 to 1,909 since 2022.

Plan summary
Net assets, end of year$303,769,243
Participants with balances2,636
Active participants1,909
Employer contributions—
Employee contributions$13,316,284
Employer contribution per active participant—
Average account balance$115,239
Benefits paid to participants$17,093,136
Plan auditUnmodified (clean) audit opinion
AuditorALMICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$303.8M · 2,636 accts
2023$269.0M · 2,622 accts
2022$231.4M · 2,620 accts
Administrative expenses, itemized · 2024
Audit (IQPA)$12,500
Trustee / custodial$9,773
Total administrative$72,073
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
BENEFIT FINANCIAL SERVICES · Consulting$52,500
ALMICH & ASSOCIATES · Accounting / audit$12,500
TEACHERS INS AND ANNUITY ASSO · Custodial (securities)$7,886
FIDELITY INV INST OPER CO INC. · Loan processing$4,949

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

Administrative cost history3
2024$72,073 · 0.03%
2023$56,047 · 0.02%
2022$68,960 · 0.03%
All plans at this employer2
CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN403(b)
CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansEducational Services · California
Occidental College CA$320.8M · 0.05%
National University CA$319.3M · 0.10%
Azusa Pacific University CA$313.9M · 0.09%
University of la Verne CA$266.2M · 0.08%
Claremont McKenna College CA$258.7M · 0.03%
Harvard-Westlake School CA$251.6M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951643992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.