# Butler University 403(b) Plan
Source: https://planprovider.pro/companies/butler-university-403b-plan

> Butler University's 403(b) plan: 3,941 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Butler University

- **Sponsor EIN:** 350867977

- **Sponsor Address:** 4600 SUNSET BLVD., INDIANAPOLIS, IN, 462083443

- **Plan Type:** 403(b)

- **Total Participants:** 3,941

- **Total Assets:** $373.4M

## 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|3,941|$373.4M|$8.0M|$7.5M|

| 2023|3,281|$343.1M|$7.3M|$6.8M|

| 2022|1,086|$305.6M|$6.7M|$6.1M|

## 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 INS & ANNUITY ASSOC|CUSTODIAN|$194,724|—|$194,724|

| PLANPILOT, LLC|TPA|$36,851|—|$36,851|

| PENTEGRA SERVICES, INC|ADMINISTRATOR|$32,395|—|$32,395|

| FORVIS MAZARS, LLP|AUDITOR|$31,180|—|$31,180|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA - TEACHERS INS & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — CUSTODIAN

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $295,150

- **Estimated Expense Ratio:** 0.079% 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|$292,500|—|$292,499|$1|—|

| 2023|$221,991|—|$221,990|—|—|

| 2022|$194,189|—|$194,189|—|—|

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