San Diego State University Foundation 403(b) match, vesting and fees
What San Diego State University Foundation'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 | TIAA | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.
| San Diego State University Foundation: employer contribution per participant | $1,541 | |
| Peer median | $2,692 |
| San Diego State University Foundation: average balance | $58,590 | |
| Peer median | $100,331 |
| San Diego State University Foundation: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.06% |
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 $253M at the end of plan year 2021 to $295M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,374 | $295M | $7.8M | $1,541 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 6,206 | $262M | $6.9M | $1,400 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 5,212 | $223M | $6.3M | $1,263 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 5,128 | $253M | $5.8M | $1,178 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does San Diego State University Foundation match 401(k) contributions?
The match terms for the San Diego State University Foundation Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7.8M in employer contributions, about $1,541 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Diego State University Foundation 401(k) match vested?
The vesting schedule for the San Diego State University Foundation Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Diego State University Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is San Diego State University Foundation.
I left San Diego State University Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Diego State University Foundation, (619) 594-4139) or the recordkeeper, TIAA. The San Diego State University Foundation old 401(k) page lists the contacts from every plan filing. Find an old San Diego State University Foundation 401(k)
Data from the public Form 5500 annual reports San Diego State University Foundation 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 San Diego State University Foundation. Not financial advice. Report a correction · Methodology