Plan Snapshot
- Plan Sponsor: Davidson College
- Sponsor EIN: 560529961
- Sponsor Address: BOX 7163, DAVIDSON, NC, 280357163
- Plan Type: 403(b)
- Total Participants: 422
- Total Assets: $205.2M
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 | 422 | $205.2M | $6.6M | $0 |
| 2023 | 437 | $191.2M | $5.9M | $0 |
| 2022 | 457 | $170.8M | $5.4M | $0 |
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 | $62,374 | — | $62,374 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $42,075 | — | $42,075 |
| FIDELITY INVESTMENTS | RECORDKEEPER | $21,798 | — | $21,798 |
| LONG CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- FIDELITY INVESTMENTS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,247
- Estimated Expense Ratio: 0.062% 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 | $125,828 | — | — | — | — |
| 2023 | $109,261 | — | — | — | — |
| 2022 | $80,840 | — | — | — | — |