Plan Snapshot
- Plan Sponsor: University Of Mount Saint Vincent
- Sponsor EIN: 131740445
- Sponsor Address: 6301 RIVERDALE AVE., BRONX, NY, 10471
- Plan Type: 403(b)
- Total Participants: 326
- Total Assets: $58.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 326 | $58.8M | $1.0M | $1.6M |
| 2023 | 309 | $55.5M | $923,225 | $1.4M |
| 2022 | 315 | $49.8M | $868,003 | $1.3M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $85,010 | $56,250 | $27,880 | — | — |
| 2023 | $53,838 | $33,750 | $19,413 | — | — |
| 2022 | $70,977 | — | $14,727 | — | $56,250 |