# Canisius University 403(b) Plan
Source: https://planprovider.pro/companies/canisius-university-160743942-001

> Canisius University's 403(b) plan: 579 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Canisius University

- **Sponsor EIN:** 160743942

- **Sponsor Address:** 2001 MAIN STREET, BUFFALO, NY, 142081035

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

- **Plan Number:** 001

- **Total Participants:** 579

- **Total Assets:** $249.2M

## 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|579|$249.2M|$822,932|$1.9M|

| 2023|604|$246.0M|$940,369|$2.0M|

| 2022|431|$229.5M|$939,986|$2.1M|

## 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|

| STRATEGIC RETIREMENT PARTNERS|Other Service Provider|$52,899|—|$52,899|

| TIAA|Recordkeeper|$41,436|—|$41,436|

| BONADIO AND COMPANY LLP|Auditor|$10,000|—|$10,000|

### 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) — Recordkeeper

- [BONADIO AND COMPANY LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,335

- **Estimated Expense Ratio:** 0.042% 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|$104,334|$52,899|—|$10,000|—|

| 2023|$96,841|$50,984|—|$7,900|—|

| 2022|$85,843|$48,410|—|—|$7,700|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/canisius-university-160743942-001)

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