# Concordia College 403(b) Plan
Source: https://planprovider.pro/companies/concordia-college-403b-plan

> Concordia College's 403(b) plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concordia College

- **Sponsor EIN:** 410693977

- **Sponsor Address:** 901 8TH SOUTH STREET, MOOREHEAD, MN, 56562

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

- **Total Participants:** 644

- **Total Assets:** $194.2M

## 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|644|$194.2M|$2.0M|$2.5M|

| 2023|648|$181.9M|$2.0M|$2.5M|

| 2022|652|$163.9M|$1.3M|$2.5M|

## 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|

| TIAA|NONE|$80,612|—|$80,612|

| PLANPILOT, LLC|NONE|$74,158|—|$74,158|

| BAKER TILLY US, LLP|NONE|$17,430|—|$17,430|

### Verified Provider Profiles

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

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $172,200

- **Estimated Expense Ratio:** 0.089% 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|$173,663|$74,158|$3,520|$17,430|—|

| 2023|$144,163|$57,612|—|$14,780|—|

| 2022|$120,956|$56,347|—|—|$17,625|

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