# Ave Maria University 401(k) Plan
Source: https://planprovider.pro/companies/ave-maria-university-401k-plan

> Ave Maria University's 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ave Maria University

- **Sponsor EIN:** 030482006

- **Sponsor Address:** 5050 AVE MARIA BLVD, AVE MARIA, FL, 34142

- **Plan Type:** 401(k)

- **Total Participants:** 76

- **Total Assets:** $11.8M

## 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|76|$11.8M|$0|$0|

| 2023|193|$10.7M|$0|$0|

| 2022|213|$9.9M|$119,027|$520,418|

## 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|

| MYLER & SZCZYPKA, P.C.|Auditor|$3,748|—|$3,748|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,748

- **Estimated Expense Ratio:** 0.032% 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|$8,914|—|$5,166|$3,748|—|

| 2023|$10,765|$7,321|$3,444|—|—|

| 2022|$10,160|—|$7,218|—|$2,942|

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