# Asbury Theological Seminary 403(b) Plan
Source: https://planprovider.pro/companies/asbury-theological-seminary-403b-plan

> Asbury Theological Seminary's 403(b) plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BLUE & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-co-llc) — 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|$86,326|—|$86,326|—|—|

| 2023|$74,882|—|$74,882|—|—|

| 2022|$67,502|—|$67,502|—|—|

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