Plan Snapshot
- Plan Sponsor: Ave Maria School Of Law
- Sponsor EIN: 383519708
- Sponsor Address: 1025 COMMONS CIRCLE, NAPLES, FL, 34119
- Plan Type: 403(b)
- Total Participants: 70
- Total Assets: $12.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 70 | $12.4M | $0 | $364,333 |
| 2023 | 87 | $10.9M | $0 | $357,774 |
| 2022 | 138 | $9.4M | $0 | $312,848 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $25,391 | $10,059 | — | — | — |
| 2023 | $20,227 | $8,002 | — | — | — |
| 2022 | $16,979 | $16,979 | — | — | — |