# Augsburg University 403(b) Plan
Source: https://planprovider.pro/companies/augsburg-university-403b-plan

> Augsburg University's 403(b) plan: 705 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Augsburg University

- **Sponsor EIN:** 410694721

- **Sponsor Address:** 2211 RIVERSIDE AVENUE SOUTH, MINNEAPOLIS, MN, 55454

- **Plan Type:** 403(b)

- **Total Participants:** 705

- **Total Assets:** $149.4M

## 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|705|$149.4M|$1.1M|$2.5M|

| 2023|698|$144.3M|$1.4M|$2.4M|

| 2022|704|$128.0M|$2.0M|$2.3M|

## 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 ANNUITY|NONE|$55,389|—|$55,389|

| NFP RETIREMENT INC.|NONE|$9,020|—|$9,020|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA-TEACHERS INSURANCE AND ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,409

- **Estimated Expense Ratio:** 0.043% 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|$16,550|$16,550|—|—|—|

| 2023|$65,893|$54,427|$11,466|—|—|

| 2022|$84,452|—|—|—|$84,452|

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