Plan Snapshot
- Plan Sponsor: Bucknell University
- Sponsor EIN: 240772407
- Sponsor Address: 1 DENT DRIVE, LEWISBURG, PA, 17837
- Plan Type: 403(b)
- Total Participants: 1,611
- Total Assets: $672.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,611 | $672.9M | $10.8M | $8.9M |
| 2023 | 1,543 | $632.1M | $9.9M | $8.3M |
| 2022 | 1,486 | $554.3M | $9.3M | $7.9M |
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 | $289,431 | — | $289,431 |
| FIDUCIENT ADVISORS, LLC | NONE | $101,374 | — | $101,374 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $390,805
- Estimated Expense Ratio: 0.058% 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 | $388,925 | $101,374 | $287,331 | — | — |
| 2023 | $318,706 | $82,949 | $235,527 | — | — |
| 2022 | $264,942 | $48,629 | $216,313 | — | — |