Plan Snapshot
- Plan Sponsor: Asbury Theological Seminary
- Sponsor EIN: 610445823
- Sponsor Address: 204 N LEXINGTON AVE, WILMORE, KY, 403901129
- Plan Type: 403(b)
- Total Participants: 219
- Total Assets: $46.7M
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 | 219 | $46.7M | $672,612 | $734,187 |
| 2023 | 226 | $42.3M | $606,159 | $609,742 |
| 2022 | 227 | $36.8M | $577,232 | $587,079 |
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 |
|---|---|---|---|---|
| RPA FINANCIAL | Other Service Provider | $43,885 | — | $43,885 |
| TIAA | Recordkeeper | $25,972 | — | $25,972 |
| BLUE & CO., LLC | Auditor | $16,430 | — | $16,430 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,287
- Estimated Expense Ratio: 0.185% 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 | $86,326 | — | $86,326 | — | — |
| 2023 | $74,882 | — | $74,882 | — | — |
| 2022 | $67,502 | — | $67,502 | — | — |