# Carlos Albizu University 403(b) Plan
Source: https://planprovider.pro/companies/carlos-albizu-university-403b-plan

> Carlos Albizu University's 403(b) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carlos Albizu University

- **Sponsor EIN:** 660234412

- **Sponsor Address:** 2173 NW 99TH AVE, MIAMI, FL, 331722231

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

- **Total Participants:** 58

- **Total Assets:** $11.2M

## 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|58|$11.2M|$180,947|$249,992|

| 2023|78|$10.2M|$216,826|$254,829|

| 2022|77|$8.8M|$232,987|$232,261|

## 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|

| GALINDEZ LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GALINDEZ LLC](https://planprovider.pro/provider/galindez-llc) — 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|—|—|—|—|—|

| 2023|$25|—|—|—|—|

| 2022|$50|—|—|—|—|

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