Plan Snapshot
- Plan Sponsor: Aacsb International - The Association To Advance Collegiate Schools Of
- Sponsor EIN: 436036286
- Sponsor Address: 777 S HARBOUR ISLAND BLVD, TAMPA, FL, 33602
- Plan Type: 403(b)
- Total Participants: 60
- Total Assets: $22.4M
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 | 60 | $22.4M | $342,676 | $616,322 |
| 2023 | 64 | $20.6M | $313,298 | $547,090 |
| 2022 | 65 | $18.4M | $300,247 | $520,931 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,114 | — | $27,114 | — | — |
| 2023 | $22,701 | — | $22,701 | — | — |
| 2022 | $21,902 | — | $21,902 | — | — |