# University Of Mount Saint Vincent 403(b) Plan
Source: https://planprovider.pro/companies/college-of-mount-saint-vincent-403b-plan

> University Of Mount Saint Vincent's 403(b) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS, LLC|NONE|$56,250|—|$56,250|

| TIAA-TEACHERS INSURANCE & ANNUITY|NONE|$27,880|—|$27,880|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA-TEACHERS INSURANCE & ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,130

- **Estimated Expense Ratio:** 0.143% 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|$85,010|$56,250|$27,880|—|—|

| 2023|$53,838|$33,750|$19,413|—|—|

| 2022|$70,977|—|$14,727|—|$56,250|

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