Plan Snapshot
- Plan Sponsor: Asbury College
- Sponsor EIN: 610458355
- Sponsor Address: 1 MACKLEM DR, WILMORE, KY, 403901152
- Plan Type: 403(b)
- Total Participants: 254
- Total Assets: $63.5M
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 | 254 | $63.5M | $502,035 | $834,035 |
| 2023 | 250 | $58.5M | $493,080 | $851,610 |
| 2022 | 253 | $52.1M | $484,972 | $856,835 |
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 |
|---|---|---|---|---|
| EBELHAR WHITEHEAD, PLLC | Auditor | — | — | $0 |
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 | $4,176 | — | $4,176 | — | — |
| 2023 | $4,993 | — | $4,993 | — | — |
| 2022 | $10,631 | — | $10,631 | — | — |