# Converse College 403(b) Plan
Source: https://planprovider.pro/companies/converse-university-403b-plan

> Converse College's 403(b) plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Converse College

- **Sponsor EIN:** 570314380

- **Sponsor Address:** 580 EAST MAIN STREET, SPARTANBURG, SC, 293021931

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

- **Total Participants:** 160

- **Total Assets:** $45.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|160|$45.4M|$345,407|$548,854|

| 2023|155|$43.3M|$328,768|$546,004|

| 2022|171|$41.3M|$340,081|$560,821|

## 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|RECORDKEEPER|$33,569|—|$33,569|

| CAPITAL ASSET ADVISORY SERVICES|ADVISOR|$23,404|—|$23,404|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

### 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) — RECORDKEEPER

- [CAPITAL ASSET ADVISORY SERVICES](https://planprovider.pro/provider/cg-financial-services) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,973

- **Estimated Expense Ratio:** 0.125% 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|$56,794|—|$56,794|—|—|

| 2023|$43,098|—|$42,996|—|—|

| 2022|$39,710|—|$39,590|—|—|

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