Plan Snapshot
- Plan Sponsor: Alice Lloyd College
- Sponsor EIN: 610492351
- Sponsor Address: 100 PURPOSE ROAD, PIPPA PASSES, KY, 41844
- Plan Type: 403(b)
- Total Participants: 99
- Total Assets: $25.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $25.4M | $284,564 | $303,110 |
| 2023 | 95 | $26.1M | $288,172 | $303,325 |
| 2022 | 97 | $23.7M | $296,123 | $333,708 |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | Other Service Provider | $16,394 | — | $16,394 |
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Other Service Provider
- KELLEY GALLOWAY SMITH GOOLSBY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,394
- Estimated Expense Ratio: 0.065% 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 | $16,394 | — | $16,394 | — | — |
| 2023 | $14,769 | — | $14,769 | — | — |
| 2022 | $13,622 | — | $13,622 | — | — |