# Davidson College 403(b) Plan
Source: https://planprovider.pro/companies/davidson-college-403b-plan-001

> Davidson College's 403(b) plan: 422 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/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|—|—|—|—|

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