Plan Snapshot
- Plan Sponsor: Adelphi University
- Sponsor EIN: 111630741
- Sponsor Address: 1 SOUTH AVENUE, GARDEN CITY, NY, 11530
- Plan Type: 403(b)
- Total Participants: 1,256
- Total Assets: $473.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,256 | $473.2M | $8.1M | $10.0M |
| 2023 | 1,225 | $439.2M | $7.8M | $9.8M |
| 2022 | 1,292 | $395.4M | $7.8M | $9.6M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $39,008 | — | $39,008 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,008
- Estimated Expense Ratio: 0.008% of plan assets
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 | $129,476 | $41,707 | — | $39,008 | — |
| 2023 | $62,310 | — | $62,310 | — | — |
| 2022 | $8,362 | — | — | — | — |