Plan Snapshot
- Plan Sponsor: Bryn Mawr College
- Sponsor EIN: 231352621
- Sponsor Address: 101 N. MERION AVENUE, BRYN MAWR, PA, 190102823
- Plan Type: 403(b)
- Total Participants: 885
- Total Assets: $329.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 885 | $329.3M | $6.1M | $4.3M |
| 2023 | 862 | $306.0M | $5.6M | $4.1M |
| 2022 | 791 | $274.9M | $5.1M | $3.7M |
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 | NONE | $153,465 | — | $153,465 |
| MMA SECURITIES LLC | NONE | $49,500 | — | $49,500 |
| GRANT THORNTON LLP | NONE | $30,450 | — | $30,450 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- MMA SECURITIES LLC — NONE
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $233,415
- Estimated Expense Ratio: 0.071% 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 | $236,142 | $50,600 | — | $30,450 | — |
| 2023 | $129,097 | — | — | $26,250 | — |
| 2022 | $197,099 | $25,719 | — | — | $14,092 |