Plan Snapshot
- Plan Sponsor: Bellarmine University
- Sponsor EIN: 610482955
- Sponsor Address: 2001 NEWBURG ROAD, LOUISVILLE, KY, 40205
- Plan Type: 403(b)
- Total Participants: 437
- Total Assets: $30.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 437 | $30.2M | $0 | $1.3M |
| 2023 | 451 | $29.2M | $0 | $1.2M |
| 2022 | 455 | $27.9M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| WEALTHMD CORPORATION | Other Service Provider | $16,683 | — | $16,683 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,683
- Estimated Expense Ratio: 0.055% 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 | $19,408 | $18,241 | — | — | — |
| 2023 | $18,668 | $17,003 | — | — | — |
| 2022 | $17,852 | $16,597 | — | — | — |