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

> Caldwell University's 403(b) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caldwell University

- **Sponsor EIN:** 221500483

- **Sponsor Address:** 120 BLOOMFIELD AVENUE, CALDWELL, NJ, 070066109

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

- **Total Participants:** 167

- **Total Assets:** $58.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|167|$58.1M|$193,060|$1.1M|

| 2023|176|$54.7M|$195,231|$1.2M|

| 2022|170|$53.9M|$216,175|$1.3M|

## 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|

| PKF O'CONNOR DAVIES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$2,193|—|—|—|—|

| 2023|$1,909|—|$200|—|—|

| 2022|$1,476|—|$1,476|—|—|

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