Plan Snapshot
- Plan Sponsor: Bellevue University
- Sponsor EIN: 470491571
- Sponsor Address: 1000 GALVIN ROAD SOUTH, BELLEVUE, NE, 68005
- Plan Type: 403(b)
- Total Participants: 1,357
- Total Assets: $91.0M
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 | 1,357 | $91.0M | $2.2M | $3.5M |
| 2023 | 1,400 | $80.6M | $2.0M | $3.2M |
| 2022 | 2,845 | $66.8M | $2.1M | $3.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $184,559 | — | $184,559 |
| SILVERSTONE ASSET MANAGEMENT INC | Investment Advisor | — | $63,000 | $63,000 |
| ASCENSUS HOLDINGS, INC. | Recordkeeper | $350 | $24,781 | $25,131 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS HOLDINGS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $272,690
- Estimated Expense Ratio: 0.300% 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 | $79,225 | — | $79,225 | — | — |
| 2023 | $84,777 | — | $84,777 | — | — |
| 2022 | $121,727 | — | $121,727 | — | — |