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

> Campbell University's 403(b) plan: 1,862 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [BROWN, EDWARDS & COMPANY, L. L. P.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — 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|—|—|—|

## Similar Plans

- [Elon University](https://planprovider.pro/companies/elon-university-403b-plan-001) — 1,712 participants

- [East Coast Migrant Head Start Project](https://planprovider.pro/companies/east-coast-migrant-head-start-project-403b-plan) — 1,086 participants

- [Davidson College](https://planprovider.pro/companies/davidson-college-403b-plan-002) — 887 participants

- [Elon University](https://planprovider.pro/companies/elon-university-403b-plan-002) — 883 participants

- [Discovery Education, INC.](https://planprovider.pro/companies/discovery-education-inc-401k-plan) — 610 participants

- [Wingate University](https://planprovider.pro/companies/wingate-university-403b-plan) — 503 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/campbell-university-403b-plan)

© 2026 PlanProvider.Pro