Plan Snapshot
- Plan Sponsor: Bradley University
- Sponsor EIN: 370661494
- Sponsor Address: 1501 W BRADLEY AVENUE, PEORIA, IL, 616250001
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 2,154
- Total Assets: $394.0M
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. |
|---|---|---|---|---|
| 2025 | 2,154 | $394.0M | $0 | $0 |
| 2024 | 824 | $365.7M | $3.4M | $4.4M |
| 2023 | 815 | $347.6M | $3.5M | $4.5M |
| 2022 | 844 | $317.6M | $3.3M | $4.4M |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | Other Service Provider | $138,899 | — | $138,899 |
| PLANPILOT, LLC | Other Service Provider | $50,008 | — | $50,008 |
| CLIFTON LARSON ALLEN LLP | Other Service Provider | $19,858 | — | $19,858 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,765
- Estimated Expense Ratio: 0.053% 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 |
|---|---|---|---|---|---|
| 2025 | $28,803,197 | — | — | — | — |
| 2024 | $201,397 | $112 | $201,285 | — | — |
| 2023 | $115,399 | $14 | $86,578 | $28,807 | — |
| 2022 | $50,237 | $15 | $50,132 | — | — |