Plan Snapshot
- Plan Sponsor: Clarke University
- Sponsor EIN: 420680408
- Sponsor Address: 1550 CLARKE DRIVE, DUBUQUE, IA, 520013117
- Plan Type: 403(b)
- Total Participants: 189
- Total Assets: $40.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 189 | $40.4M | $474,056 | $709,039 |
| 2023 | 186 | $37.2M | $443,298 | $686,862 |
| 2022 | 186 | $34.1M | $470,936 | $665,500 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | Auditor | — | — | $0 |
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 | $66,035 | — | $65,939 | — | — |
| 2023 | $59,107 | — | $55,821 | — | — |
| 2022 | $69,965 | — | $69,965 | — | — |