Plan Snapshot
- Plan Sponsor: Campbell University
- Sponsor EIN: 560529940
- Sponsor Address: P. O. BOX 595, BUIES CREEK, NC, 27506
- Plan Type: 403(b)
- Total Participants: 1,862
- Total Assets: $198.8M
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 | 1,862 | $198.8M | $2.0M | $5.1M |
| 2023 | 1,805 | $187.6M | $2.1M | $5.0M |
| 2022 | 1,184 | $166.7M | $2.1M | $4.7M |
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 |
|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | NONE | $211,558 | — | $211,558 |
| TIAA | NONE | $74,620 | — | $74,620 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $18,831 | — | $18,831 |
| BROWN, EDWARDS & COMPANY, L. L. P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
- BROWN, EDWARDS & COMPANY, L. L. P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $305,009
- Estimated Expense Ratio: 0.153% 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 | $305,009 | $232,871 | — | — | — |
| 2023 | $267,801 | $203,726 | $273 | — | — |
| 2022 | $257,886 | $180,936 | — | — | — |