Plan Snapshot
- Plan Sponsor: Augustana College
- Sponsor EIN: 362166962
- Sponsor Address: 639 38TH STREET, ROCK ISLAND, IL, 612012210
- Plan Type: 403(b)
- Total Participants: 558
- Total Assets: $114.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 558 | $114.7M | $2.1M | $3.3M |
| 2023 | 560 | $102.7M | $1.8M | $3.2M |
| 2022 | 571 | $86.8M | $1.8M | $3.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $21,740 | — | $21,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,740
- Estimated Expense Ratio: 0.019% 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 | $138,018 | — | — | $21,740 | — |
| 2023 | $142,360 | — | $7,160 | $17,950 | — |
| 2022 | $111,813 | — | $111,813 | — | — |