Loyola Marymount University 403(b) match, vesting and fees
What Loyola Marymount University's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Vasquez & Company LLP (qualified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| Loyola Marymount University: employer contribution per participant | $6,132 | |
| Peer median | $2,130 |
| Loyola Marymount University: average balance | $186,099 | |
| Peer median | $126,258 |
| Loyola Marymount University: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $487M at the end of plan year 2021 to $538M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,063 | $538M | $17.7M | $6,132 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 4,081 | $472M | $16.7M | $5,812 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 3,967 | $405M | $15.4M | $5,544 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 3,748 | $487M | $8.4M | $3,153 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Loyola Marymount University match 401(k) contributions?
The match terms for the Loyola Marymount University Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $17.7M in employer contributions, about $6,132 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Loyola Marymount University 401(k) match vested?
The vesting schedule for the Loyola Marymount University Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Loyola Marymount University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Loyola Marymount University.
I left Loyola Marymount University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Loyola Marymount University, (310) 338-4420) or the recordkeeper, Transamerica Retirement Solutions. The Loyola Marymount University old 401(k) page lists the contacts from every plan filing. Find an old Loyola Marymount University 401(k)
Data from the public Form 5500 annual reports Loyola Marymount University filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Loyola Marymount University. Not financial advice. Report a correction · Methodology