Plan Snapshot
- Plan Sponsor: Bellarmine University
- Sponsor EIN: 610482955
- Sponsor Address: 2001 NEWBURG ROAD, LOUISVILLE, KY, 40205
- Plan Type: 403(b)
- Total Participants: 465
- Total Assets: $104.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 465 | $104.0M | $983,674 | $730,331 |
| 2023 | 467 | $98.9M | $1.0M | $759,943 |
| 2022 | 488 | $90.5M | $853,715 | $810,868 |
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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD, PLLC | Auditor | $25,840 | — | $25,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,840
- Estimated Expense Ratio: 0.025% 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 | $173,694 | $143,059 | — | $25,840 | — |
| 2023 | $153,601 | $130,639 | — | $19,500 | — |
| 2022 | $167,028 | $144,817 | — | — | $18,500 |