Plan Snapshot
- Plan Sponsor: Cairn University
- Sponsor EIN: 230973290
- Sponsor Address: 200 MANOR AVENUE, LANGHORNE, PA, 190472990
- Plan Type: 403(b)
- Total Participants: 324
- Total Assets: $20.8M
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 | 324 | $20.8M | $190,256 | $500,062 |
| 2023 | 382 | $19.1M | $215,474 | $518,928 |
| 2022 | 451 | $17.1M | $208,750 | $488,728 |
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 |
|---|---|---|---|---|
| RETIREMENT PLAN ADVISORS, LLC | NONE | $48,040 | — | $48,040 |
| STANCORP FINANCIAL GROUP | NONE | $45,496 | — | $45,496 |
| TAIT WELLER & BAKER LLP | Auditor | $8,067 | — | $8,067 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- TAIT WELLER & BAKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,603
- Estimated Expense Ratio: 0.489% 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 | $93,536 | $39,973 | $45,496 | $8,067 | — |
| 2023 | $79,096 | $35,378 | $38,606 | $5,112 | — |
| 2022 | $80,870 | — | $80,870 | — | — |