Plan Snapshot
- Plan Sponsor: Carlow University
- Sponsor EIN: 250965438
- Sponsor Address: 3333 5TH AVENUE, PITTSBURGH, PA, 152133109
- Plan Type: 403(b)
- Total Participants: 369
- Total Assets: $56.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 369 | $56.1M | $1.0M | $1.8M |
| 2023 | 362 | $53.5M | $1.0M | $1.7M |
| 2022 | 337 | $49.2M | $927,237 | $1.6M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | ADVISOR | $30,000 | — | $30,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 0.053% 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 | $32,140 | — | $32,140 | — | — |
| 2023 | $31,619 | $30,000 | — | — | — |
| 2022 | $32,500 | — | $32,500 | — | — |